RTD Financial Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
RTD Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$999,378
-8.9%
3,670
-5.4%
0.15%
-4.4%
Q2 2023$1,097,320
+13.4%
3,8780.0%0.16%
+6.7%
Q1 2023$967,329
+12.1%
3,878
-4.2%
0.15%
+6.4%
Q4 2022$862,882
-0.4%
4,0490.0%0.14%
-11.3%
Q3 2022$866,000
-4.1%
4,0490.0%0.16%
+14.4%
Q2 2022$903,000
-23.9%
4,049
-1.9%
0.14%
-13.1%
Q1 2022$1,187,000
-0.2%
4,127
+11.4%
0.16%
+2.6%
Q4 2021$1,189,0003,7040.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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