BEAM WEALTH ADVISORS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$643,832
+2.3%
2,364
+6.3%
0.46%
+4.8%
Q2 2023$629,394
+93.9%
2,224
+70.9%
0.44%
+34.0%
Q1 2023$324,594
+14.9%
1,301
-1.8%
0.33%
+10.9%
Q4 2022$282,424
-2.6%
1,325
-2.4%
0.29%
-9.0%
Q3 2022$290,000
-6.1%
1,357
-2.2%
0.32%
-5.8%
Q2 2022$309,000
-16.5%
1,388
+7.9%
0.34%
-19.3%
Q1 2022$370,000
-6.3%
1,286
+4.5%
0.42%
-6.0%
Q4 2021$395,000
-29.8%
1,231
-36.5%
0.45%
-6.4%
Q3 2021$563,000
-8.5%
1,940
-9.5%
0.48%
-8.9%
Q2 2021$615,000
+4.4%
2,144
-6.4%
0.53%
+1.0%
Q1 2021$589,000
+6.1%
2,291
+4.6%
0.52%
+0.2%
Q4 2020$555,000
+13.7%
2,190
+2.2%
0.52%
+14.7%
Q3 2020$488,000
+10.7%
2,142
+1.9%
0.46%
+2.9%
Q2 2020$441,000
+39.1%
2,102
+4.1%
0.44%
+41.4%
Q1 2020$317,000
-20.8%
2,020
-8.0%
0.31%
-15.8%
Q4 2019$400,0002,1960.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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