Avion Wealth - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
Avion Wealth ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,743
+8200.0%
6,402
+8214.3%
0.50%
+8200.0%
Q2 2023$21
+250.0%
77
+156.7%
0.01%
+200.0%
Q1 2023$6
+50.0%
30
+42.9%
0.00%
+100.0%
Q4 2022$4
-99.9%
210.0%0.00%0.0%
Q3 2022$4,000
-20.0%
210.0%0.00%
-50.0%
Q2 2022$5,000
-16.7%
210.0%0.00%0.0%
Q1 2022$6,000
-14.3%
210.0%0.00%0.0%
Q4 2021$7,000
+16.7%
210.0%0.00%0.0%
Q3 2021$6,0000.0%210.0%0.00%0.0%
Q2 2021$6,000
+20.0%
210.0%0.00%0.0%
Q1 2021$5,0000.0%210.0%0.00%0.0%
Q4 2020$5,0000.0%210.0%0.00%0.0%
Q3 2020$5,000
+25.0%
210.0%0.00%
+100.0%
Q2 2020$4,000
+33.3%
210.0%0.00%0.0%
Q1 2020$3,000210.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders