RTD Financial Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

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 Q4 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders