Clearstead Advisors, 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
Clearstead Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,230,274
+94.7%
8,190
+102.4%
0.06%
-5.8%
Q2 2023$1,145,245
+76.2%
4,047
+55.4%
0.07%
+46.8%
Q1 2023$649,796
+251.7%
2,605
+200.5%
0.05%
+235.7%
Q4 2022$184,749
-1.2%
867
-0.9%
0.01%
-17.6%
Q3 2022$187,000
+274.0%
875
+292.4%
0.02%
+325.0%
Q2 2022$50,000
-67.3%
223
-58.2%
0.00%
-60.0%
Q1 2022$153,000
-15.5%
533
-5.7%
0.01%
-16.7%
Q4 2021$181,000
-85.3%
565
-86.7%
0.01%
-87.0%
Q3 2021$1,233,000
+15312.5%
4,249
+15075.0%
0.09%
+9100.0%
Q2 2021$8,000
+14.3%
280.0%0.00%0.0%
Q1 2021$7,000
-63.2%
28
-63.2%
0.00%
-50.0%
Q4 2020$19,000
+11.8%
760.0%0.00%0.0%
Q3 2020$17,000
+13.3%
760.0%0.00%0.0%
Q2 2020$15,000
-75.8%
76
-80.9%
0.00%
-77.8%
Q1 2020$62,000
-97.4%
398
-97.7%
0.01%
-97.2%
Q4 2017$2,394,000
+4.2%
17,022
-1.7%
0.32%
+8.7%
Q3 2017$2,298,000
+6.1%
17,313
+1.6%
0.30%
-5.4%
Q2 2017$2,165,000
+6.2%
17,043
+1.7%
0.32%
+6.8%
Q1 2017$2,038,000
+9.5%
16,755
+0.3%
0.30%
-1.7%
Q4 2016$1,862,00016,7050.30%
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