Relyea Zuckerberg Hanson LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Relyea Zuckerberg Hanson LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$53,840,891
+2.4%
197,719
+6.4%
12.28%
+4.0%
Q2 2023$52,568,817
+26.5%
185,782
+11.5%
11.80%
+16.5%
Q1 2023$41,543,859
+16.0%
166,549
-0.9%
10.14%
-0.8%
Q4 2022$35,799,792
+31.6%
167,987
+32.1%
10.22%
+4.1%
Q3 2022$27,197,000
-16.6%
127,120
-13.1%
9.82%
-19.2%
Q2 2022$32,620,000
-21.8%
146,352
-3.1%
12.15%
-11.1%
Q1 2022$41,725,000
+3.7%
151,100
+5.0%
13.67%
-6.3%
Q4 2021$40,237,000
+2.3%
143,926
+6.2%
14.60%
-4.4%
Q3 2021$39,317,000
+4.4%
135,497
+3.2%
15.27%
-1.3%
Q2 2021$37,647,000
+13.4%
131,261
+9.5%
15.47%
+5.6%
Q1 2021$33,202,000
+31.4%
119,917
+20.3%
14.66%
+8.1%
Q4 2020$25,264,000
+27.4%
99,723
+19.3%
13.55%
+6.1%
Q3 2020$19,837,000
+61.7%
83,578
+37.7%
12.77%
+30.6%
Q2 2020$12,265,000
+89.3%
60,689
+46.8%
9.78%
+37.9%
Q1 2020$6,478,000
+10.3%
41,342
+28.2%
7.09%
+25.7%
Q4 2019$5,875,00032,2495.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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