TMD Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
TMD Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$40,442,454
-10.7%
148,516
-7.2%
11.53%
-2.3%
Q2 2023$45,299,909
+15.3%
160,093
+1.6%
11.81%
+6.4%
Q1 2023$39,304,086
+29.2%
157,569
+10.4%
11.10%
-18.0%
Q4 2022$30,420,640
-4.6%
142,746
-4.2%
13.54%
-5.6%
Q3 2022$31,890,000
-0.7%
149,056
+3.4%
14.34%
+6.6%
Q2 2022$32,118,000
+14633.0%
144,098
+18935.4%
13.45%
+15914.3%
Q1 2022$218,000
-10.3%
7570.0%0.08%
-6.7%
Q4 2021$243,000
+3.0%
757
-7.1%
0.09%
-9.1%
Q3 2021$236,0008150.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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