Center for Financial Planning, Inc. - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

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Quarter-by-quarter ownership
Center for Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,218,238
-4.9%
8,146
-1.2%
0.48%
-2.2%
Q2 2023$2,333,289
+12.8%
8,246
-0.6%
0.49%
+2.7%
Q1 2023$2,069,355
+13.2%
8,296
-3.3%
0.48%
+7.4%
Q4 2022$1,828,697
-0.4%
8,5810.0%0.44%
-9.4%
Q3 2022$1,836,000
-4.0%
8,5810.0%0.49%
+0.8%
Q2 2022$1,913,000
-22.5%
8,5810.0%0.49%
-4.0%
Q1 2022$2,468,000
-10.4%
8,5810.0%0.51%
-10.3%
Q4 2021$2,754,000
+10.6%
8,5810.0%0.56%
-6.8%
Q3 2021$2,490,000
+1.2%
8,5810.0%0.60%
-0.2%
Q2 2021$2,461,000
+11.2%
8,581
-0.3%
0.61%
+4.8%
Q1 2021$2,213,000
+3.1%
8,610
+1.6%
0.58%
-4.9%
Q4 2020$2,146,000
+11.3%
8,4710.0%0.61%
-1.9%
Q3 2020$1,928,000
+36.8%
8,471
+21.5%
0.62%
+26.0%
Q2 2020$1,409,000
+59.6%
6,971
+23.7%
0.49%
+64.5%
Q1 2020$883,000
+3.5%
5,636
+20.4%
0.30%
+39.7%
Q4 2019$853,000–4,682–0.21%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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