Axiom Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Axiom Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,026,060
-3.4%
102,920
+0.4%
25.23%
-1.7%
Q2 2023$29,006,014
+15.5%
102,509
+1.8%
25.66%
+6.8%
Q1 2023$25,103,986
+19.9%
100,734
+2.5%
24.03%
+8.5%
Q4 2022$20,939,979
+39.5%
98,249
+40.0%
22.16%
+24.2%
Q3 2022$15,011,000
+4.1%
70,154
+8.4%
17.84%
+11.5%
Q2 2022$14,424,000
-45.8%
64,732
-30.0%
15.99%
-27.7%
Q1 2022$26,611,000
-5.0%
92,526
+5.9%
22.13%
-3.9%
Q4 2021$28,026,00087,34323.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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