MARINO, STRAM & ASSOCIATES LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
MARINO, STRAM & ASSOCIATES LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,358,606
-1.9%
52,729
+2.0%
4.21%
+1.5%
Q2 2023$14,629,790
+14.4%
51,703
+0.9%
4.14%
+7.3%
Q1 2023$12,785,194
+17.5%
51,256
+0.4%
3.86%
+12.7%
Q4 2022$10,876,555
-0.4%
51,037
+0.0%
3.43%
-13.0%
Q3 2022$10,916,000
+1.1%
51,024
+5.3%
3.94%
+5.2%
Q2 2022$10,796,000
-24.8%
48,436
-2.9%
3.74%
-17.2%
Q1 2022$14,347,000
-8.7%
49,886
+1.8%
4.52%
-6.3%
Q4 2021$15,721,000
+15.4%
48,989
+4.3%
4.83%
+2.5%
Q3 2021$13,625,000
+19.7%
46,954
+6.0%
4.71%
+5.9%
Q1 2021$11,381,000
+5.0%
44,277
+3.5%
4.45%
-7.6%
Q4 2020$10,840,000
+13.1%
42,789
+1.6%
4.81%
-5.9%
Q3 2020$9,585,000
+16.5%
42,108
+3.5%
5.12%
+4.5%
Q2 2020$8,225,000
+82.1%
40,700
+41.2%
4.90%
+40.6%
Q1 2020$4,516,000
-2.6%
28,824
+13.3%
3.48%
+14.8%
Q4 2019$4,635,000
+14.0%
25,446
+4.0%
3.03%
+5.3%
Q3 2019$4,067,000
+6.9%
24,461
+5.0%
2.88%
+3.3%
Q2 2019$3,805,000
+12.4%
23,289
+7.6%
2.79%
+14.1%
Q1 2019$3,385,000
+26.8%
21,640
+9.0%
2.44%
+4.8%
Q4 2018$2,669,000
-6.6%
19,854
+11.8%
2.33%
+1.9%
Q3 2018$2,857,000
+50.5%
17,756
+43.8%
2.29%
+35.5%
Q2 2018$1,898,000
+22.5%
12,344
+13.0%
1.69%
+17.8%
Q1 2018$1,549,000
+40.7%
10,920
+39.5%
1.43%
+41.0%
Q4 2017$1,101,0007,8301.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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