Stonebridge Financial Planning Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,671,166
+1.1%
6,137
+5.1%
1.07%
+6.5%
Q2 2023$1,652,486
+8.4%
5,840
-4.4%
1.01%
+2.3%
Q1 2023$1,524,328
-1.4%
6,111
-15.8%
0.98%
-4.4%
Q4 2022$1,545,900
-10.5%
7,254
-10.2%
1.03%
-14.8%
Q3 2022$1,727,000
-5.1%
8,074
-1.1%
1.21%
-2.2%
Q2 2022$1,820,000
-29.0%
8,166
-8.4%
1.24%
-13.9%
Q1 2022$2,563,000
+2.0%
8,911
-0.0%
1.44%
+8.9%
Q4 2021$2,512,000
-10.3%
8,913
+1.0%
1.32%
-3.8%
Q3 2021$2,800,000
+7.0%
8,823
-1.0%
1.37%
-1.3%
Q2 2021$2,617,000
+7.1%
8,911
-0.8%
1.39%
-2.8%
Q1 2021$2,444,000
+9.8%
8,981
+2.3%
1.43%
+1.3%
Q4 2020$2,225,000
+24.9%
8,781
+16.5%
1.41%
+10.0%
Q3 2020$1,781,000
+49.3%
7,535
+29.7%
1.28%
+26.1%
Q2 2020$1,193,000
+24.9%
5,811
+1.0%
1.02%
+6.7%
Q1 2020$955,000
+23.2%
5,751
+35.2%
0.95%
+35.8%
Q4 2019$775,0004,2550.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 93,208$28,976,41819.62%
McAlister, Sweet & Associates, Inc. 34,017$10,575,2059.82%
GoalVest Advisory LLC 70,143$21,806,0879.59%
Dentgroup LLC 20,974$6,520,3525.79%
FC Advisory LLC 40,783$12,678,7094.90%
GILL CAPITAL PARTNERS, LLC 34,372$10,685,5984.50%
CATALYST PRIVATE WEALTH, LLC 13,596$4,226,8031.98%
Agate Pass Investment Management, LLC 7,250$2,253,8801.31%
High Net Worth Advisory Group LLC 9,096$2,828,7051.05%
Compass Financial Group, INC/SD 9,305$2,892,6600.76%
View complete list of VANGUARD INDEX FDS shareholders