RESOURCES MANAGEMENT CORP /CT/ /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$27
-3.6%
1000.0%0.00%0.0%
Q2 2023$28
-68.5%
100
-73.3%
0.00%
-71.4%
Q1 2023$89
+161.8%
374
+135.2%
0.01%
+180.0%
Q4 2022$34
-99.9%
1590.0%0.01%
-16.7%
Q3 2022$34,000
-2.9%
1590.0%0.01%0.0%
Q2 2022$35,000
-23.9%
1590.0%0.01%0.0%
Q1 2022$46,000
-9.8%
1590.0%0.01%
-14.3%
Q4 2021$51,000
+8.5%
159
-1.9%
0.01%0.0%
Q3 2021$47,000
+2.2%
1620.0%0.01%
+16.7%
Q2 2021$46,000
+12.2%
162
+1.9%
0.01%0.0%
Q1 2021$41,000
+2.5%
1590.0%0.01%0.0%
Q4 2020$40,000
+11.1%
1590.0%0.01%0.0%
Q3 2020$36,000
+12.5%
1590.0%0.01%0.0%
Q2 2020$32,000
+28.0%
1590.0%0.01%0.0%
Q1 2020$25,000
-51.0%
159
-43.0%
0.01%
-33.3%
Q4 2019$51,000
+21.4%
279
+9.8%
0.01%
+12.5%
Q3 2019$42,000
+23.5%
2540.0%0.01%0.0%
Q4 2018$34,000
-15.0%
2540.0%0.01%
+14.3%
Q3 2018$40,0002540.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders