BALLAST 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 1,771 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%.

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Quarter-by-quarter ownership
BALLAST ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$415,817
-18.5%
1,527
-15.3%
0.17%
-13.5%
Q2 2023$509,894
+13.4%
1,8020.0%0.19%
+7.3%
Q1 2023$449,491
+17.0%
1,8020.0%0.18%
+6.5%
Q4 2022$384,024
-4.9%
1,802
-4.6%
0.17%
-11.1%
Q3 2022$404,000
-14.4%
1,888
-10.8%
0.19%
-10.8%
Q2 2022$472,000
-23.0%
2,116
-0.7%
0.21%
-11.3%
Q1 2022$613,000
-10.0%
2,130
+0.4%
0.24%
-8.1%
Q4 2021$681,000
+10.7%
2,1210.0%0.26%
+1.6%
Q3 2021$615,000
-3.5%
2,121
-4.5%
0.26%
-4.8%
Q2 2021$637,000
+7.8%
2,220
-3.5%
0.27%
-1.5%
Q1 2021$591,000
+1.4%
2,3000.0%0.27%
-9.0%
Q4 2020$583,000
+11.9%
2,300
+0.4%
0.30%
-7.7%
Q3 2020$521,000
+10.9%
2,291
-1.4%
0.32%
-2.7%
Q2 2020$470,000
+12.2%
2,324
-13.0%
0.33%
-15.2%
Q1 2020$419,000
-16.7%
2,671
-3.3%
0.39%
+6.5%
Q4 2019$503,000–2,761–0.37%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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