Kesler, Norman & Wride, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Kesler, Norman & Wride, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$225,000
-7.4%
781
+3.3%
0.05%
-2.0%
Q4 2021$243,000
+7.0%
756
-3.6%
0.05%
-3.8%
Q3 2021$227,000
-2.2%
7840.0%0.05%0.0%
Q2 2021$232,000
+4.5%
784
-9.2%
0.05%
-3.6%
Q1 2021$222,000
-3.5%
863
-5.0%
0.06%
-14.1%
Q4 2020$230,0009080.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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