ENCOMPASS WEALTH ADVISORS, LLC - 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
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$229,000
-15.2%
1,070
-11.6%
0.09%
-9.4%
Q2 2022$270,000
-19.6%
1,210
+3.4%
0.10%
+12.9%
Q1 2022$336,000
-2.0%
1,170
+9.3%
0.08%
+2.4%
Q4 2021$343,000
-11.4%
1,070
-20.0%
0.08%
-17.8%
Q3 2021$387,000
-20.4%
1,337
-21.2%
0.10%
-15.8%
Q2 2021$486,000
+13.3%
1,697
+6.3%
0.12%
+10.1%
Q1 2021$429,000
+5.9%
1,5970.0%0.11%
-53.2%
Q4 2020$405,0001,5970.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders