N.E.W. 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
N.E.W. Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,634,816
-5.8%
28,037
-2.1%
1.09%
-3.8%
Q2 2023$8,101,301
+9.6%
28,631
-3.4%
1.13%
+5.0%
Q1 2023$7,390,846
+16.4%
29,630
-0.5%
1.08%
+8.1%
Q4 2022$6,347,884
+3.9%
29,786
+4.3%
0.99%
-10.2%
Q3 2022$6,109,000
+2.1%
28,553
+6.4%
1.11%
+5.8%
Q2 2022$5,981,000
-30.8%
26,833
-20.2%
1.05%
-36.1%
Q1 2022$8,645,000
+6.4%
33,635
+32.9%
1.64%
+33.4%
Q4 2021$8,124,000
+6.8%
25,316
-3.5%
1.23%
-1.0%
Q3 2021$7,609,000
-4.3%
26,221
-5.4%
1.24%
-6.8%
Q2 2021$7,947,000
-8.6%
27,712
-16.7%
1.33%
-18.4%
Q1 2021$8,698,000
-12.9%
33,266
-15.7%
1.63%
-22.4%
Q4 2020$9,991,000
-8.5%
39,451
-17.8%
2.10%
-31.9%
Q3 2020$10,915,000
+3.7%
47,973
-7.9%
3.08%
-5.8%
Q2 2020$10,521,000
+5.9%
52,062
-4.7%
3.27%
+1.6%
Q4 2019$9,937,00054,6073.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders