Capital Advisory Group Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

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$21,0001450.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders