EPG Wealth Management LLC - 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
EPG Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$822,128
-4.6%
3,019
-0.8%
0.25%
-2.7%
Q2 2023$861,321
+34.2%
3,044
+18.3%
0.26%
+26.2%
Q1 2023$641,883
+17.0%
2,5730.0%0.20%
-3.3%
Q4 2022$548,401
-20.1%
2,573
-19.8%
0.21%
-25.9%
Q3 2022$686,000
-7.5%
3,208
-3.6%
0.28%
-11.0%
Q2 2022$742,000
-26.2%
3,327
-4.8%
0.32%
-8.9%
Q1 2022$1,006,000
-12.8%
3,496
-3.0%
0.35%
-14.3%
Q4 2021$1,154,000
+17.3%
3,603
+6.3%
0.41%
+2.8%
Q3 2021$984,000
+1.2%
3,390
+0.0%
0.40%
-4.1%
Q2 2021$972,000
+7.3%
3,389
-3.9%
0.41%
-6.6%
Q1 2021$906,000
+25.3%
3,527
+23.5%
0.44%
+1.6%
Q4 2020$723,000
+8.9%
2,855
-2.1%
0.43%
-11.6%
Q3 2020$664,000
+28.7%
2,915
+14.3%
0.49%
+34.2%
Q2 2020$516,000
+42.1%
2,551
+10.1%
0.37%
+37.1%
Q1 2020$363,000
+855.3%
2,317
+1019.3%
0.27%
+853.6%
Q4 2019$38,0002070.03%
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