RMR Wealth Builders - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
RMR Wealth Builders ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$51,312,355
-1.2%
188,434
+2.6%
8.20%
-7.3%
Q2 2023$51,949,351
+20.3%
183,593
+6.0%
8.84%
+7.6%
Q1 2023$43,195,238
+28.2%
173,169
+9.5%
8.21%
+7.5%
Q4 2022$33,688,861
+4.4%
158,082
+4.8%
7.64%
-3.3%
Q3 2022$32,279,000
+8.1%
150,870
+12.6%
7.90%
+6.1%
Q2 2022$29,862,000
-12.0%
133,977
+13.5%
7.44%
+2.2%
Q1 2022$33,939,000
+8.9%
118,008
+21.5%
7.28%
-18.7%
Q4 2021$31,164,000
+13937.8%
97,113
+12594.5%
8.95%
+13669.2%
Q3 2021$222,000
-2.2%
765
-13.5%
0.06%
+10.2%
Q1 2021$227,000
+233.8%
884
+229.9%
0.06%
+78.8%
Q4 2020$68,000
-66.2%
268
-69.7%
0.03%
-36.5%
Q3 2020$201,0008840.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 93,208$28,976,41819.62%
McAlister, Sweet & Associates, Inc. 34,017$10,575,2059.82%
GoalVest Advisory LLC 70,143$21,806,0879.59%
Dentgroup LLC 20,974$6,520,3525.79%
FC Advisory LLC 40,783$12,678,7094.90%
GILL CAPITAL PARTNERS, LLC 34,372$10,685,5984.50%
CATALYST PRIVATE WEALTH, LLC 13,596$4,226,8031.98%
Agate Pass Investment Management, LLC 7,250$2,253,8801.31%
High Net Worth Advisory Group LLC 9,096$2,828,7051.05%
Compass Financial Group, INC/SD 9,305$2,892,6600.76%
View complete list of VANGUARD INDEX FDS shareholders