CAPSTONE WEALTH MANAGEMENT GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$267,760
-4.1%
983
-0.4%
0.28%
-3.8%
Q2 2023$279,261
+13.6%
987
+0.2%
0.29%
+5.9%
Q1 2023$245,813
+17.3%
985
+0.1%
0.27%
+20.4%
Q4 2022$209,636
+0.3%
984
+0.7%
0.23%
-15.4%
Q3 2022$209,000
-3.7%
977
+0.2%
0.27%
+1.9%
Q2 2022$217,000
-26.2%
975
-4.6%
0.26%
-10.9%
Q1 2022$294,000
-10.1%
1,022
+0.2%
0.29%
+10.5%
Q4 2021$327,0001,0200.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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