FIRST UNITED BANK & TRUST - 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
FIRST UNITED BANK & TRUST ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,509,822
-9.2%
23,907
-5.6%
3.03%
-4.9%
Q2 2023$7,167,031
+11.4%
25,330
-1.8%
3.18%
+5.5%
Q1 2023$6,431,987
+15.6%
25,786
-1.3%
3.02%
+11.0%
Q4 2022$5,566,104
-0.2%
26,119
+0.2%
2.72%
-3.2%
Q3 2022$5,580,000
-1.6%
26,079
+2.6%
2.81%
+7.7%
Q2 2022$5,668,000
-18.0%
25,429
+5.8%
2.60%
-4.1%
Q1 2022$6,911,000
+4.3%
24,031
+16.4%
2.72%
+11.0%
Q4 2021$6,626,000
+16.4%
20,648
+5.3%
2.45%
+5.5%
Q3 2021$5,690,000
+6.0%
19,610
+4.8%
2.32%
+3.3%
Q2 2021$5,366,000
+10.8%
18,710
-0.7%
2.24%
+8.5%
Q1 2021$4,843,000
+0.7%
18,843
-0.8%
2.07%
-10.9%
Q4 2020$4,810,000
+4.0%
18,986
-6.5%
2.32%
-10.3%
Q3 2020$4,623,000
+3.7%
20,310
-8.0%
2.59%
-1.9%
Q2 2020$4,460,000
+11.3%
22,071
-13.7%
2.64%
-7.8%
Q1 2020$4,006,000
-6.6%
25,568
+8.6%
2.86%
+15.8%
Q4 2019$4,290,000
+14.9%
23,548
+4.8%
2.47%
+5.4%
Q3 2019$3,735,000
-13.8%
22,461
-15.3%
2.34%
-8.4%
Q2 2019$4,332,000
+11.6%
26,514
+6.9%
2.56%
+6.9%
Q1 2019$3,881,000
+30.0%
24,809
+11.6%
2.39%
+14.3%
Q4 2018$2,986,000
+6.9%
22,226
+28.2%
2.10%
+19.7%
Q3 2018$2,793,000
+14.4%
17,343
+6.5%
1.75%
+8.2%
Q2 2018$2,441,000
+14.7%
16,292
+8.6%
1.62%
+15.5%
Q1 2018$2,129,000
+26.1%
15,007
+25.0%
1.40%
+27.0%
Q4 2017$1,689,000
+5.3%
12,009
-0.6%
1.10%
+2.6%
Q3 2017$1,604,000
+33.4%
12,086
+27.7%
1.07%
+31.8%
Q2 2017$1,202,000
+128.5%
9,465
+118.8%
0.82%
+120.9%
Q1 2017$526,0004,3250.37%
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