Wellspring Financial Advisors, 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
Wellspring Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,101,709
-3.2%
945,802
+0.0%
2.08%
-0.0%
Q2 2023$7,339,710
+1.3%
945,794
-0.3%
2.08%
-3.4%
Q1 2023$7,247,398
+11.5%
948,467
-0.1%
2.15%
-0.5%
Q4 2022$6,498,361
+1.7%
949,274
+0.1%
2.16%
-8.4%
Q3 2022$6,387,000
-5.6%
948,640
-0.1%
2.36%
+0.2%
Q2 2022$6,763,000
-30.8%
949,322
-0.5%
2.36%
-18.2%
Q1 2022$9,769,000
-14.5%
953,885
-0.2%
2.88%
-9.5%
Q4 2021$11,420,000
+8.1%
955,833
-2.8%
3.18%0.0%
Q3 2021$10,563,000
+11.3%
982,873
+2874.6%
3.18%
+6.7%
Q2 2021$9,487,000
+71.8%
33,042
-6.0%
2.98%
+12.0%
Q1 2021$5,521,000
-39.7%
35,166
-2.5%
2.66%
-16.6%
Q4 2020$9,149,000
+13.3%
36,069
+1.8%
3.19%
+0.9%
Q3 2020$8,077,000
+12.7%
35,434
+0.1%
3.16%
+7.0%
Q2 2020$7,168,000
+29.8%
35,413
+0.7%
2.96%
+11.1%
Q1 2020$5,521,00035,1662.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders