WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - 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
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,586,598
-2.0%
9,499
+1.9%
1.01%
+4.0%
Q2 2023$2,638,408
+12.5%
9,324
-0.8%
0.97%
+8.9%
Q1 2023$2,345,279
+225.6%
9,402
+178.2%
0.89%
+214.5%
Q4 2022$720,290
-0.4%
3,380
+0.1%
0.28%
-7.8%
Q3 2022$723,000
+137.0%
3,378
+146.6%
0.31%
+153.7%
Q2 2022$305,000
-22.6%
1,370
+0.1%
0.12%
-9.7%
Q1 2022$394,000
-10.7%
1,369
-0.4%
0.13%
-6.3%
Q4 2021$441,000
+30.5%
1,374
+18.0%
0.14%
+24.3%
Q3 2021$338,0001,1640.12%
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