Blue Zone Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

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Quarter-by-quarter ownership
Blue Zone Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,830,468
-3.8%
6,7220.0%0.80%
-8.5%
Q2 2023$1,902,057
+14.2%
6,722
+0.7%
0.88%
-1.3%
Q1 2023$1,665,012
+2.2%
6,675
-12.7%
0.89%
+2.3%
Q4 2022$1,628,587
-0.4%
7,6420.0%0.87%
+2.7%
Q3 2022$1,635,000
+115.4%
7,642
+124.3%
0.85%
+146.2%
Q2 2022$759,000
-26.5%
3,407
-5.1%
0.34%
-10.6%
Q1 2022$1,033,000
-20.0%
3,591
-10.8%
0.38%
-9.8%
Q4 2021$1,292,000
+9.0%
4,027
-1.4%
0.43%
+3.9%
Q3 2021$1,185,000
+1.0%
4,085
-0.1%
0.41%
-6.6%
Q2 2021$1,173,000
+11.6%
4,0900.0%0.44%
-1.6%
Q1 2021$1,051,000
-0.8%
4,090
-2.2%
0.45%
-12.5%
Q4 2020$1,059,000
+11.4%
4,1800.0%0.51%
-4.8%
Q3 2020$951,000
+12.5%
4,1800.0%0.54%
+13.8%
Q2 2020$845,000
+3.6%
4,180
-19.7%
0.47%
-38.3%
Q1 2020$816,000
+95.7%
5,208
+127.6%
0.76%
+184.4%
Q4 2019$417,000–2,288–0.27%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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