TL Private Wealth - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
TL Private Wealth ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$35,132,387
-9.7%
125,841
-9.4%
20.13%
-6.9%
Q2 2023$38,924,368
+11.1%
138,951
-1.1%
21.63%
+9.0%
Q1 2023$35,044,541
+16.7%
140,493
+1.1%
19.85%
+13.4%
Q4 2022$30,019,995
+16.4%
138,969
+15.1%
17.50%
+9.4%
Q3 2022$25,790,000
-5.7%
120,702
+0.3%
16.01%
+0.4%
Q2 2022$27,357,000
-13.6%
120,286
+2.6%
15.94%
-4.8%
Q1 2022$31,675,000
+4.2%
117,221
+6.0%
16.75%
-2.7%
Q4 2021$30,390,000
-15.8%
110,586
-5.2%
17.20%
-12.8%
Q3 2021$36,099,000
+10.7%
116,678
+2.6%
19.73%
+3.7%
Q2 2021$32,620,000
+8.0%
113,733
+2.5%
19.03%
+2.8%
Q1 2021$30,198,000
+0.8%
110,965
-4.1%
18.52%
-2.2%
Q4 2020$29,958,000
+6.4%
115,747
-1.1%
18.94%
-3.9%
Q3 2020$28,163,000
+20.7%
117,001
+6.9%
19.71%
+5.4%
Q2 2020$23,336,000
+13.9%
109,427
-4.1%
18.69%
+0.4%
Q1 2020$20,480,000
+15.5%
114,067
+26.9%
18.61%
+21.3%
Q4 2019$17,734,00089,88115.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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