Mayfair Advisory Group, LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
Mayfair Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,037,197
+2.6%
17,958
+2.5%
4.86%
-0.9%
Q2 2023$4,909,098
+23.7%
17,524
+9.9%
4.90%
+13.8%
Q1 2023$3,970,143
+22.3%
15,952
+6.2%
4.31%
+4.2%
Q4 2022$3,245,684
+62.3%
15,025
+64.5%
4.13%
+46.2%
Q3 2022$2,000,000
-9.8%
9,136
+3.8%
2.83%
-3.3%
Q2 2022$2,218,000
-0.4%
8,804
+14.0%
2.92%
+2.3%
Q1 2022$2,227,000
+14.3%
7,721
+22.1%
2.86%
+10.5%
Q4 2021$1,949,000
+32.7%
6,324
+23.6%
2.58%
+14.7%
Q3 2021$1,469,000
+2.6%
5,117
+2.5%
2.25%
-0.7%
Q2 2021$1,432,000
+11.5%
4,992
+1.6%
2.27%
-1.1%
Q1 2021$1,284,000
+7.2%
4,912
+3.8%
2.30%
-2.1%
Q4 2020$1,198,000
+13.1%
4,730
+1.7%
2.34%
-14.2%
Q3 2020$1,059,000
+16.4%
4,651
+3.3%
2.73%
-7.0%
Q2 2020$910,000
+38.9%
4,502
+7.8%
2.94%
-1.1%
Q1 2020$655,000
+14.1%
4,178
+32.5%
2.97%
+68.4%
Q4 2019$574,000–3,153–1.76%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders