MAI Capital Management - 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
MAI Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,017,622
+25.1%
51,477
+30.0%
0.21%
+26.1%
Q2 2023$11,204,901
+13.4%
39,599
-0.0%
0.16%
+5.8%
Q1 2023$9,880,680
+21.7%
39,611
+4.0%
0.16%
+14.7%
Q4 2022$8,118,138
-3.0%
38,094
-2.6%
0.14%
-13.4%
Q3 2022$8,366,000
+94.3%
39,104
+102.4%
0.16%
+91.5%
Q2 2022$4,306,000
-21.4%
19,319
+1.5%
0.08%
-10.9%
Q1 2022$5,475,000
-11.3%
19,038
-1.0%
0.09%
-7.1%
Q4 2021$6,170,000
+136.7%
19,227
+114.0%
0.10%
+98.0%
Q3 2021$2,607,000
+4.3%
8,983
+3.1%
0.05%0.0%
Q2 2021$2,500,000
+7.0%
8,716
-4.1%
0.05%
-3.8%
Q1 2021$2,336,000
+52.5%
9,089
+50.3%
0.05%
+36.8%
Q4 2020$1,532,000
+12.2%
6,049
+0.8%
0.04%
-5.0%
Q3 2020$1,366,000
+19.0%
6,000
+5.7%
0.04%
+11.1%
Q2 2020$1,148,000
+60.1%
5,678
+24.1%
0.04%
+24.1%
Q1 2020$717,000
-28.0%
4,575
-16.3%
0.03%
-9.4%
Q4 2019$996,000
+14.5%
5,469
+4.6%
0.03%
-17.9%
Q3 2019$870,000
+5.5%
5,230
+3.5%
0.04%
+5.4%
Q2 2019$825,000
+14.9%
5,051
+10.0%
0.04%0.0%
Q1 2019$718,000
+10.5%
4,590
-5.2%
0.04%
-2.6%
Q4 2018$650,000
-14.4%
4,841
+2.8%
0.04%
-2.6%
Q3 2018$759,000
+12.9%
4,711
+5.0%
0.04%
+8.3%
Q2 2018$672,000
+7.5%
4,488
+1.9%
0.04%
+2.9%
Q1 2018$625,000
+4.5%
4,406
+3.6%
0.04%
+2.9%
Q4 2017$598,000
+26.2%
4,252
+19.2%
0.03%
+17.2%
Q3 2017$474,000
+4.6%
3,5680.0%0.03%0.0%
Q2 2017$453,000
+4.4%
3,5680.0%0.03%0.0%
Q1 2017$434,000
+9.0%
3,5680.0%0.03%0.0%
Q4 2016$398,000
-5.0%
3,568
-4.3%
0.03%
-9.4%
Q3 2016$419,000
+22.2%
3,728
+16.5%
0.03%
+23.1%
Q2 2016$343,000
+7.2%
3,200
+6.4%
0.03%
+8.3%
Q1 2016$320,0000.0%3,0080.0%0.02%0.0%
Q4 2015$320,000
+6.0%
3,0080.0%0.02%
+4.3%
Q3 2015$302,000
-29.9%
3,008
-25.2%
0.02%
-17.9%
Q2 2015$431,000
+49.7%
4,022
+45.9%
0.03%
+47.4%
Q1 2015$288,0000.0%2,7570.0%0.02%
-5.0%
Q4 2014$288,0002,7570.02%
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