FRG Family Wealth Advisors 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
FRG Family Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$625,768
+10.2%
2,298
+14.5%
0.14%
+13.7%
Q2 2023$567,901
+13.4%
2,0070.0%0.12%
+8.8%
Q1 2023$500,626
+17.0%
2,0070.0%0.11%
+11.8%
Q4 2022$427,712
-0.3%
2,0070.0%0.10%
-3.8%
Q3 2022$429,000
+13.2%
2,007
+17.9%
0.11%
+20.5%
Q2 2022$379,000
-22.5%
1,7020.0%0.09%
-7.4%
Q1 2022$489,000
-10.4%
1,7020.0%0.10%
-6.9%
Q4 2021$546,000
+2.4%
1,702
-7.3%
0.10%
-2.9%
Q3 2021$533,000
+1.1%
1,8370.0%0.10%
+5.0%
Q2 2021$527,000
+11.7%
1,8370.0%0.10%
+4.2%
Q1 2021$472,000
+1.5%
1,8370.0%0.10%
-5.0%
Q4 2020$465,000
+11.2%
1,8370.0%0.10%
-1.0%
Q3 2020$418,000
+12.7%
1,8370.0%0.10%
+4.1%
Q2 2020$371,000
+28.8%
1,8370.0%0.10%
+12.6%
Q1 2020$288,000
-14.0%
1,8370.0%0.09%
+7.4%
Q4 2019$335,000
+9.8%
1,8370.0%0.08%
+2.5%
Q3 2019$305,000
+1.7%
1,8370.0%0.08%0.0%
Q2 2019$300,000
+4.5%
1,8370.0%0.08%
-2.5%
Q1 2019$287,000
+16.2%
1,8370.0%0.08%0.0%
Q4 2018$247,000
-16.6%
1,8370.0%0.08%0.0%
Q3 2018$296,000
+5.0%
1,837
-2.3%
0.08%
-3.6%
Q2 2018$282,000
+8.0%
1,880
+2.3%
0.08%
-3.4%
Q1 2018$261,000
+1.2%
1,8370.0%0.09%
+4.8%
Q4 2017$258,000
+5.7%
1,8370.0%0.08%
-1.2%
Q3 2017$244,000
+4.7%
1,8370.0%0.08%
-2.3%
Q2 2017$233,000
+4.0%
1,8370.0%0.09%
-1.1%
Q1 2017$224,000
+9.3%
1,8370.0%0.09%
+1.2%
Q4 2016$205,000
-0.5%
1,8370.0%0.09%
-7.5%
Q3 2016$206,0001,8370.09%
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