LPWM LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
LPWM LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$730,077
-3.0%
2,6600.0%0.33%
-1.2%
Q2 2023$752,762
+13.7%
2,660
+0.2%
0.33%
+4.4%
Q1 2023$662,039
+38.4%
2,654
+20.9%
0.32%
+23.7%
Q4 2022$478,394
-34.0%
2,195
-35.2%
0.26%
-40.5%
Q3 2022$725,000
+31.3%
3,387
+44.0%
0.43%
+40.3%
Q2 2022$552,000
-34.1%
2,352
-20.8%
0.31%
-26.1%
Q1 2022$838,000
-12.4%
2,970
-0.4%
0.42%
-17.9%
Q4 2021$957,000
+4.5%
2,981
-4.5%
0.51%
-6.6%
Q3 2021$916,000
+0.1%
3,1230.0%0.54%
-0.9%
Q2 2021$915,000
+12.1%
3,1230.0%0.55%0.0%
Q1 2021$816,000
+2.0%
3,123
-1.1%
0.55%
-8.0%
Q4 2020$800,000
+9.9%
3,1570.0%0.60%
+1.0%
Q3 2020$728,000
+21.9%
3,157
+6.9%
0.59%
+8.4%
Q2 2020$597,000
+40.8%
2,952
+9.1%
0.54%
+18.0%
Q1 2020$424,000
+0.5%
2,707
+16.8%
0.46%
+18.5%
Q4 2019$422,0002,3170.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders