Bradley & Co. Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$77,336
-3.8%
2840.0%0.08%
+1.2%
Q2 2023$80,361
+13.4%
2840.0%0.08%
+2.6%
Q1 2023$70,841
+17.0%
2840.0%0.08%
+5.4%
Q4 2022$60,523
-0.8%
2840.0%0.07%
+1.4%
Q3 2022$61,000
-3.2%
2840.0%0.07%
+5.8%
Q2 2022$63,000
-23.2%
2840.0%0.07%
-1.4%
Q1 2022$82,000
-9.9%
2840.0%0.07%
-4.1%
Q4 2021$91,000
+11.0%
2840.0%0.07%
+2.8%
Q3 2021$82,000
+1.2%
2840.0%0.07%0.0%
Q2 2021$81,000
+11.0%
2840.0%0.07%
+6.0%
Q1 2021$73,0002840.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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