Continuum Advisory, 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
Continuum Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,604,367
+16.9%
5,892
+21.5%
0.26%
+17.9%
Q2 2023$1,371,850
+39.3%
4,848
+22.8%
0.22%
+30.5%
Q1 2023$984,725
+36.1%
3,948
+16.3%
0.17%
+27.5%
Q4 2022$723,434
-61.1%
3,395
-61.0%
0.13%
-60.1%
Q3 2022$1,861,000
-2.0%
8,700
+2.1%
0.33%
-4.9%
Q2 2022$1,899,000
-6.1%
8,520
+5.5%
0.34%
-10.2%
Q1 2022$2,023,000
-13.8%
8,074
+10.4%
0.38%
-27.3%
Q4 2021$2,347,000
+41.7%
7,315
+28.2%
0.53%
+18.9%
Q3 2021$1,656,000
+16.4%
5,708
+15.0%
0.44%
+0.5%
Q2 2021$1,423,000
+417.5%
4,962
+398.7%
0.44%
+284.3%
Q1 2021$275,000
-12.7%
995
-20.0%
0.12%
-19.6%
Q4 2020$315,000
+2.3%
1,243
-7.0%
0.14%
-15.4%
Q3 2020$308,000
+33.3%
1,337
+18.2%
0.17%
+16.6%
Q2 2020$231,000
+12.1%
1,131
-0.2%
0.14%
+20.8%
Q4 2019$206,000
-62.9%
1,133
-72.6%
0.12%
-70.6%
Q4 2018$555,000
-26.9%
4,128
-12.2%
0.41%
-19.2%
Q3 2018$759,000
+13.8%
4,700
+5.6%
0.50%
+3.3%
Q2 2018$667,000
+62.3%
4,450
+53.8%
0.49%
+42.2%
Q1 2018$411,000
-14.7%
2,894
-15.5%
0.34%
-6.8%
Q4 2017$482,000
+3.2%
3,424
-2.7%
0.37%
-9.8%
Q3 2017$467,000
+15.6%
3,520
+10.7%
0.41%
+2.0%
Q2 2017$404,000
+56.6%
3,179
+50.0%
0.40%
+29.4%
Q1 2017$258,0002,1190.31%
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