Capital Advisory Group Advisory Services, 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
Capital Advisory Group Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$42,0000.0%1450.0%0.02%
+31.6%
Q1 2022$42,0000.0%1450.0%0.02%
+26.7%
Q3 2021$42,0000.0%1450.0%0.02%0.0%
Q2 2021$42,000
+13.5%
1450.0%0.02%
+7.1%
Q1 2021$37,0000.0%1450.0%0.01%
-12.5%
Q4 2020$37,000
+12.1%
1450.0%0.02%
-5.9%
Q3 2020$33,000
+13.8%
1450.0%0.02%
+6.2%
Q2 2020$29,000
+7.4%
145
-15.2%
0.02%
-51.5%
Q1 2020$27,000
-12.9%
1710.0%0.03%
+106.2%
Q4 2019$31,000
+10.7%
1710.0%0.02%
-15.8%
Q3 2019$28,000
+16.7%
171
+17.9%
0.02%
+18.8%
Q2 2019$24,000
+4.3%
1450.0%0.02%0.0%
Q1 2019$23,000
+21.1%
1450.0%0.02%
+6.7%
Q4 2018$19,000
-36.7%
145
-24.1%
0.02%
-25.0%
Q3 2018$30,000
+36.4%
191
+31.7%
0.02%
+25.0%
Q2 2018$22,000
+4.8%
1450.0%0.02%
+6.7%
Q1 2018$21,000–145–0.02%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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