APPROPRIATE BALANCE FINANCIAL SERVICES INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 617 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 2.17 and the average weighting 1.3%.

Quarter-by-quarter ownership
APPROPRIATE BALANCE FINANCIAL SERVICES INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2017$22,871,000
+18.2%
3,036
+23.6%
1.14%
+15.7%
Q2 2017$19,343,000
+27.2%
2,457
+32.9%
0.98%
+29.0%
Q1 2017$15,204,000
+1367.6%
1,849
-80.1%
0.76%
+19.8%
Q4 2016$1,036,000
+111.9%
9,299
+113.3%
0.64%
+102.2%
Q3 2016$489,000
+24.7%
4,360
+19.0%
0.31%
+21.2%
Q2 2016$392,0003,6640.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
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