Sovereign Financial Group, Inc. - 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
Sovereign Financial Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,008,467
+9.1%
44,099
+13.3%
4.28%
+19.1%
Q2 2023$11,010,731
+39.9%
38,913
+23.3%
3.59%
+22.8%
Q1 2023$7,871,022
+61.1%
31,555
+37.6%
2.92%
+51.8%
Q4 2022$4,885,906
-32.9%
22,927
-32.6%
1.92%
-34.8%
Q3 2022$7,278,000
+14.2%
34,020
+19.0%
2.95%
+17.6%
Q2 2022$6,373,000
+38.3%
28,594
+78.5%
2.51%
+47.1%
Q1 2022$4,608,000
+468.2%
16,022
+534.0%
1.71%
+423.6%
Q4 2021$811,000
+279.0%
2,527
+243.3%
0.33%
+165.0%
Q3 2021$214,0007360.12%
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