Forbes Financial Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Forbes Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$248,891
-3.8%
9140.0%0.27%
+6.8%
Q2 2023$258,624
+13.4%
9140.0%0.25%
+11.6%
Q1 2023$227,989
+11.8%
9140.0%0.22%
-23.3%
Q2 2022$204,000
-22.4%
9140.0%0.29%
-11.0%
Q1 2022$263,000
-10.5%
9140.0%0.33%
+13.1%
Q4 2021$294,0009140.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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