VALLEY WEALTH MANAGERS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$421,808
-3.8%
1,5490.0%0.04%
-10.3%
Q2 2023$438,305
+13.4%
1,5490.0%0.04%
+11.4%
Q1 2023$386,383
+14.6%
1,549
-2.1%
0.04%
+12.9%
Q4 2022$337,140
-9.6%
1,582
-9.2%
0.03%
-16.2%
Q3 2022$373,000
-29.6%
1,742
-26.7%
0.04%
-26.0%
Q2 2022$530,000
-24.8%
2,377
-3.1%
0.05%
-15.3%
Q1 2022$705,000
-23.0%
2,452
-14.1%
0.06%
-19.2%
Q4 2021$916,000
+10.4%
2,854
-0.2%
0.07%
+1.4%
Q3 2021$830,000
-6.0%
2,860
-7.1%
0.07%
-4.0%
Q2 2021$883,000
+121.9%
3,077
+98.6%
0.08%
+108.3%
Q1 2021$398,000
+1.5%
1,5490.0%0.04%
-5.3%
Q4 2020$392,000
+11.0%
1,5490.0%0.04%
-2.6%
Q3 2020$353,000
+39.0%
1,549
+23.3%
0.04%
+39.3%
Q2 2020$254,000
+10.0%
1,256
-1.0%
0.03%
+21.7%
Q4 2019$231,000
+9.5%
1,2690.0%0.02%
+4.5%
Q3 2019$211,000
+1.9%
1,2690.0%0.02%0.0%
Q2 2019$207,000
-13.0%
1,269
-16.5%
0.02%
-15.4%
Q1 2019$238,000
+11800.0%
1,519
+11584.6%
0.03%
Q1 2017$2,000
-80.0%
13
-85.6%
0.00%
-100.0%
Q4 2016$10,000900.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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