JEPPSON WEALTH MANAGEMENT, LLC - 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
JEPPSON WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,133,826
-3.6%
4,164
+0.1%
0.52%
+1.6%
Q2 2023$1,176,660
+13.2%
4,158
-0.2%
0.51%
+13.3%
Q1 2023$1,039,099
+16.7%
4,166
-0.3%
0.45%
+20.5%
Q4 2022$890,577
-0.0%
4,179
+0.4%
0.38%
-7.2%
Q3 2022$891,000
-3.3%
4,164
+0.8%
0.40%
+2.0%
Q2 2022$921,000
-22.3%
4,131
+0.1%
0.40%
-28.4%
Q1 2022$1,186,000
-10.4%
4,126
+0.1%
0.55%
-13.3%
Q4 2021$1,323,000
+10.5%
4,122
-0.1%
0.64%
+2.2%
Q3 2021$1,197,000
+1.2%
4,126
-0.0%
0.62%
-3.3%
Q2 2021$1,183,000
+10.9%
4,127
-0.6%
0.64%
+1.7%
Q1 2021$1,067,000
+1.0%
4,154
-0.4%
0.63%
-9.7%
Q4 2020$1,056,000
+11.6%
4,169
+0.3%
0.70%
-5.3%
Q3 2020$946,0004,1560.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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