Arkadios Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,624,352
+8.3%
20,654
+12.5%
0.53%
-11.6%
Q2 2023$5,195,079
+13.7%
18,360
+0.2%
0.60%
+11.0%
Q1 2023$4,570,278
+19.1%
18,322
+1.7%
0.54%
+6.9%
Q4 2022$3,838,748
+2.2%
18,013
+2.6%
0.51%
-10.5%
Q3 2022$3,757,000
+31.8%
17,561
+37.3%
0.57%
+34.2%
Q2 2022$2,851,000
-24.3%
12,792
-2.3%
0.42%
-14.0%
Q1 2022$3,766,000
-8.5%
13,094
+2.1%
0.49%
-9.5%
Q4 2021$4,114,000
+7.9%
12,819
-2.5%
0.54%
-0.9%
Q3 2021$3,813,000
-0.2%
13,142
-1.4%
0.55%
+18.0%
Q2 2021$3,822,000
+25.8%
13,326
+12.8%
0.47%
-6.8%
Q1 2021$3,037,000
+5.1%
11,818
+3.6%
0.50%
-17.6%
Q4 2020$2,891,000
-96.5%
11,412
+3132.9%
0.61%
+1345.2%
Q3 2020$83,625,000
+0.9%
353
-10.2%
0.04%
-8.7%
Q2 2020$82,873,000
-5.8%
393
-29.9%
0.05%
-17.9%
Q1 2020$87,968,000
-21.1%
561
+0.2%
0.06%
-16.4%
Q4 2019$111,512,0005600.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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