Newman & Schimel, 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
Newman & Schimel, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$1,966,647
-1.2%
9,228
-0.8%
0.89%
-9.7%
Q3 2022$1,990,000
+20.5%
9,303
+25.6%
0.98%
+23.8%
Q2 2022$1,651,000
-17.8%
7,409
+6.1%
0.79%
-39.3%
Q1 2022$2,008,000
+8.5%
6,982
+21.1%
1.31%
+24.6%
Q4 2021$1,850,000
+160.2%
5,764
+135.1%
1.05%
+136.3%
Q3 2021$711,000
+70.1%
2,452
+68.1%
0.44%
+68.8%
Q2 2021$418,000
+65.2%
1,459
+48.3%
0.26%
+55.6%
Q1 2021$253,000
+1.6%
984
+0.1%
0.17%
-18.4%
Q4 2020$249,0009830.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders