WESTWOOD HOLDINGS GROUP INC - 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
WESTWOOD HOLDINGS GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,952
-7.0%
29,203
-3.4%
0.07%
-3.9%
Q2 2023$8,554
-56.5%
30,230
-61.7%
0.08%
-56.5%
Q1 2023$19,679
-84.6%
78,892
-86.9%
0.18%
-84.3%
Q4 2022$128,100
-99.9%
601,099
+11.5%
1.13%
-17.2%
Q3 2022$115,331,000
+19.8%
539,053
+24.8%
1.36%
+29.8%
Q2 2022$96,277,000
-6.0%
431,946
+21.3%
1.05%
+11.0%
Q1 2022$102,432,000
-9.2%
356,162
+1.4%
0.95%
-6.5%
Q4 2021$112,767,000
+97.1%
351,411
+78.2%
1.01%
+62.7%
Q3 2021$57,215,000
-2.1%
197,178
-3.2%
0.62%
+5.1%
Q2 2021$58,422,000
-31.6%
203,697
-38.7%
0.59%
-31.1%
Q1 2021$85,442,000
-10.6%
332,406
-11.8%
0.86%
-21.8%
Q4 2020$95,531,000
+10.4%
377,087
-0.8%
1.10%
+0.3%
Q3 2020$86,523,000
+9.0%
380,138
-3.2%
1.10%
+4.3%
Q2 2020$79,375,000
+23.4%
392,768
-4.3%
1.05%
+8.5%
Q1 2020$64,316,000
-17.9%
410,468
-4.5%
0.97%
+15.8%
Q4 2019$78,330,000
+10.4%
429,986
+0.8%
0.84%
+6.8%
Q3 2019$70,944,000
+1.8%
426,651
+0.0%
0.78%
+3.2%
Q2 2019$69,706,000
-1.2%
426,624
-5.4%
0.76%
+3.7%
Q1 2019$70,559,000
+16.3%
451,087
-0.1%
0.73%
+5.8%
Q4 2018$60,683,000
-21.8%
451,745
-6.2%
0.69%
+1.8%
Q3 2018$77,584,000
-3.5%
481,770
-10.3%
0.68%
+0.6%
Q2 2018$80,431,000
+4.1%
536,888
-1.5%
0.68%
+7.8%
Q1 2018$77,297,000
-60.4%
544,802
-60.7%
0.63%
-57.2%
Q4 2017$195,128,000
-6.2%
1,387,331
-11.5%
1.47%
-11.1%
Q3 2017$207,983,000
+1179.3%
1,566,727
+1124.3%
1.65%
+1151.5%
Q2 2017$16,258,000
+89.8%
127,974
+81.8%
0.13%
+88.6%
Q1 2017$8,565,00070,4000.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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