Intergy Private Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Intergy Private Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,137,019
-3.9%
22,536
-0.2%
3.07%
-1.9%
Q2 2023$6,388,415
+13.5%
22,577
+0.1%
3.13%
-0.7%
Q1 2023$5,626,490
+25.8%
22,561
+7.5%
3.15%
+12.5%
Q4 2022$4,474,078
+20.8%
20,994
+21.3%
2.80%
+6.5%
Q3 2022$3,704,000
+11.7%
17,312
+16.3%
2.63%
+0.5%
Q2 2022$3,317,000
-5.8%
14,881
+21.5%
2.62%
+6.5%
Q1 2022$3,521,000
+19.7%
12,244
+33.6%
2.46%
+6.9%
Q4 2021$2,941,0009,1662.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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