SILVERCREST ASSET MANAGEMENT GROUP LLC - 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
SILVERCREST ASSET MANAGEMENT GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25,059,872
-2.3%
92,027
+1.5%
0.19%
+3.8%
Q2 2023$25,654,851
+20.5%
90,666
+6.2%
0.18%
+13.0%
Q1 2023$21,294,443
+21.9%
85,369
+4.1%
0.16%
+20.9%
Q4 2022$17,470,118
+75.6%
81,977
+76.3%
0.13%
+63.4%
Q3 2022$9,951,000
-41.4%
46,511
-39.0%
0.08%
-36.4%
Q2 2022$16,994,000
+43.9%
76,242
+85.7%
0.13%
+67.5%
Q1 2022$11,808,000
-8.1%
41,057
+2.5%
0.08%
-4.9%
Q4 2021$12,851,000
+15.5%
40,047
+4.4%
0.08%
+8.0%
Q3 2021$11,127,000
-2.0%
38,347
-3.2%
0.08%
+1.4%
Q2 2021$11,357,000
-16.6%
39,597
-25.2%
0.07%
-19.6%
Q1 2021$13,615,000
-4.7%
52,969
-6.0%
0.09%
-11.5%
Q4 2020$14,279,000
+4.5%
56,362
-6.1%
0.10%
-11.1%
Q3 2020$13,665,000
+7.7%
60,035
-4.4%
0.12%
+3.5%
Q2 2020$12,692,000
+11.8%
62,804
-13.3%
0.11%
-7.4%
Q1 2020$11,354,000
-13.6%
72,460
+0.5%
0.12%
+19.6%
Q4 2019$13,134,000
+8.3%
72,100
-1.1%
0.10%
+2.0%
Q3 2019$12,124,000
-0.2%
72,916
-2.0%
0.10%
-12.3%
Q2 2019$12,151,000
+5.7%
74,371
+1.1%
0.11%
+0.9%
Q1 2019$11,501,000
+14.9%
73,526
-1.3%
0.11%
+2.7%
Q4 2018$10,011,000
-16.7%
74,526
-0.1%
0.11%
+0.9%
Q3 2018$12,014,000
+11.7%
74,601
+3.9%
0.11%
+7.9%
Q2 2018$10,752,000
+7.7%
71,770
+2.0%
0.10%
+4.1%
Q1 2018$9,984,000
-15.4%
70,371
-16.2%
0.10%
-11.8%
Q4 2017$11,807,000
-2.2%
83,946
-7.7%
0.11%
-8.3%
Q3 2017$12,075,000
+3.3%
90,963
-1.1%
0.12%
-4.0%
Q2 2017$11,684,000
+5.1%
91,973
+0.6%
0.12%
+5.0%
Q1 2017$11,119,000
+25.8%
91,391
+15.3%
0.12%
+20.2%
Q4 2016$8,837,000
-5.2%
79,271
-4.5%
0.10%
-11.6%
Q3 2016$9,322,000
+2.9%
83,021
-1.8%
0.11%
-2.6%
Q2 2016$9,059,000
-9.3%
84,506
-9.9%
0.12%
-16.7%
Q1 2016$9,988,000
-14.6%
93,832
-14.7%
0.14%
-14.8%
Q4 2015$11,697,000
+2.2%
109,946
-3.7%
0.16%
-6.9%
Q3 2015$11,446,000
-8.0%
114,126
-1.8%
0.17%
+4.8%
Q2 2015$12,442,000
+1.9%
116,226
-0.4%
0.17%
-4.0%
Q1 2015$12,211,000
+3.5%
116,733
+3.3%
0.17%
+1.2%
Q4 2014$11,794,000
+15.2%
112,978
+10.0%
0.17%
+8.2%
Q3 2014$10,234,000
+29.4%
102,674
+28.4%
0.16%
+32.8%
Q2 2014$7,906,000
+201.3%
79,939
+184.8%
0.12%
+183.3%
Q1 2014$2,624,000
+16.9%
28,065
+16.4%
0.04%
+13.5%
Q4 2013$2,244,000
+10.0%
24,1150.0%0.04%
-5.1%
Q3 2013$2,040,000
+3.8%
24,115
-4.1%
0.04%
-4.9%
Q2 2013$1,965,00025,1500.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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