SEGALL BRYANT & HAMILL, LLC - 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
SEGALL BRYANT & HAMILL, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,756,866
-5.1%
10,124
-1.4%
0.03%
+6.7%
Q2 2023$2,905,717
+114977.9%
10,269
+1.4%
0.03%
+11.1%
Q1 2023$2,525
+14.2%
10,124
-2.5%
0.03%
+8.0%
Q4 2022$2,212
-99.9%
10,380
-0.3%
0.02%
-3.8%
Q3 2022$2,217,000
-9.7%
10,408
-5.9%
0.03%
-7.1%
Q2 2022$2,454,000
-24.2%
11,060
-1.6%
0.03%
-9.7%
Q1 2022$3,238,000
-50.4%
11,240
-49.9%
0.03%0.0%
Q3 2021$6,524,000
+100.3%
22,434
+97.8%
0.03%
-3.1%
Q2 2021$3,257,000
+10.5%
11,341
-0.9%
0.03%
+10.3%
Q1 2021$2,947,000
+1.2%
11,445
-0.5%
0.03%
-9.4%
Q4 2020$2,913,000
+9.7%
11,504
-1.3%
0.03%
-11.1%
Q3 2020$2,656,000
+14.9%
11,653
+1.5%
0.04%
-7.7%
Q2 2020$2,311,000
+18.3%
11,478
-7.5%
0.04%
-2.5%
Q1 2020$1,953,000
-15.7%
12,413
-2.7%
0.04%
+11.1%
Q4 2019$2,318,000
+5.5%
12,754
-3.4%
0.04%
+5.9%
Q3 2019$2,197,000
+7.9%
13,208
+5.7%
0.03%
+9.7%
Q2 2019$2,036,000
+3.4%
12,495
-0.4%
0.03%0.0%
Q1 2019$1,970,000
+17.8%
12,545
+0.8%
0.03%
+6.9%
Q4 2018$1,672,000
-12.3%
12,445
+5.1%
0.03%
+3.6%
Q3 2018$1,906,000
+9.2%
11,837
+1.6%
0.03%
+3.7%
Q2 2018$1,745,000
+68.3%
11,650
+59.4%
0.03%
+12.5%
Q1 2018$1,037,000
+1.6%
7,307
+0.6%
0.02%
+9.1%
Q4 2017$1,021,000
-27.3%
7,262
-31.4%
0.02%
-33.3%
Q3 2017$1,405,000
+6.2%
10,582
+1.6%
0.03%
+6.5%
Q2 2017$1,323,000
-3.9%
10,412
-8.0%
0.03%
-6.1%
Q1 2017$1,376,000
+17.0%
11,312
+7.2%
0.03%
+10.0%
Q4 2016$1,176,000
-0.8%
10,5520.0%0.03%0.0%
Q3 2016$1,185,000
+3.8%
10,552
-0.9%
0.03%0.0%
Q2 2016$1,142,000
-7.2%
10,652
-7.8%
0.03%0.0%
Q1 2016$1,230,000
+0.1%
11,5520.0%0.03%0.0%
Q4 2015$1,229,000
+6.0%
11,5520.0%0.03%
+7.1%
Q3 2015$1,159,000
-7.4%
11,552
-1.2%
0.03%0.0%
Q2 2015$1,251,000
+2.3%
11,687
-0.0%
0.03%0.0%
Q1 2015$1,223,000
+6.8%
11,692
+6.6%
0.03%
+7.7%
Q4 2014$1,145,000
-3.4%
10,965
-7.7%
0.03%
-3.7%
Q3 2014$1,185,000
-9.3%
11,885
-10.0%
0.03%
-12.9%
Q2 2014$1,306,000
-50.5%
13,210
-53.2%
0.03%
-3.1%
Q1 2014$2,638,000
-29.7%
28,220
-30.0%
0.03%
-27.3%
Q4 2013$3,750,000
+104.6%
40,300
+86.0%
0.04%
-2.2%
Q3 2013$1,833,000
+8.2%
21,6700.0%0.04%0.0%
Q2 2013$1,694,000
+0.4%
21,670
-0.5%
0.04%0.0%
Q1 2013$1,687,00021,7710.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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