EVERGREEN CAPITAL MANAGEMENT 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
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,615,182
-4.9%
83,049
-1.1%
0.99%
-0.1%
Q2 2023$23,769,361
+17.7%
84,003
+3.8%
0.99%
+9.4%
Q1 2023$20,192,624
+18.4%
80,952
+1.2%
0.91%
+13.1%
Q4 2022$17,053,401
-9.1%
80,022
-8.7%
0.80%
-18.2%
Q3 2022$18,759,000
-2.1%
87,677
+2.0%
0.98%
-1.6%
Q2 2022$19,167,000
-28.7%
85,994
-8.0%
1.00%
-9.0%
Q1 2022$26,879,000
-10.9%
93,459
-0.6%
1.09%
-9.4%
Q4 2021$30,158,000
+9.9%
93,979
-0.6%
1.21%
-2.6%
Q3 2021$27,439,000
+1.2%
94,563
+0.0%
1.24%
-4.4%
Q2 2021$27,114,000
+10.4%
94,535
-1.1%
1.30%
+2.9%
Q1 2021$24,570,000
-15.6%
95,586
-16.8%
1.26%
-26.0%
Q4 2020$29,116,000
+8.6%
114,928
-2.4%
1.70%
-8.0%
Q3 2020$26,799,000
+9.7%
117,743
-2.6%
1.85%
+0.1%
Q2 2020$24,421,000
+26.9%
120,841
-1.6%
1.85%
+3.0%
Q1 2020$19,242,000
-7.2%
122,801
+7.9%
1.80%
+4.1%
Q4 2019$20,725,000
+5.2%
113,767
-3.9%
1.73%
-6.0%
Q3 2019$19,694,000
+0.7%
118,437
-1.0%
1.84%
-1.4%
Q2 2019$19,552,000
-10.3%
119,666
-14.2%
1.86%
-14.8%
Q1 2019$21,807,000
+15.1%
139,416
-1.2%
2.19%
+10.2%
Q4 2018$18,953,000
-30.1%
141,095
-16.2%
1.99%
-17.2%
Q3 2018$27,121,000
+0.4%
168,414
-6.6%
2.40%
-5.3%
Q2 2018$27,012,000
+3.6%
180,305
-1.9%
2.54%
+1.2%
Q1 2018$26,075,000
-3.5%
183,783
-4.3%
2.50%
-8.3%
Q4 2017$27,009,000
-0.3%
192,033
-5.9%
2.73%
-13.8%
Q3 2017$27,094,000
-0.1%
204,096
-4.4%
3.17%
-27.5%
Q2 2017$27,127,000
+0.1%
213,528
-4.1%
4.37%
-22.5%
Q1 2017$27,094,000
-3.7%
222,700
-11.8%
5.64%
+3.8%
Q4 2016$28,140,000
-2.4%
252,428
-1.7%
5.44%
-4.2%
Q3 2016$28,822,000
+3.3%
256,674
-1.4%
5.68%
-6.4%
Q2 2016$27,903,000
-11.7%
260,281
-12.3%
6.06%
-16.3%
Q1 2016$31,584,000
-1.0%
296,706
-1.0%
7.24%
-5.2%
Q4 2015$31,898,000
+2.3%
299,822
-3.6%
7.64%
-5.6%
Q3 2015$31,188,000
-13.1%
310,974
-7.2%
8.09%
-8.1%
Q2 2015$35,879,000
-4.2%
335,154
-3.7%
8.80%
+6.7%
Q1 2015$37,443,000
-5.1%
348,144
-12.0%
8.25%
+6.2%
Q4 2014$39,452,000
-0.1%
395,824
-0.1%
7.77%
+1.1%
Q3 2014$39,478,000
+1.6%
396,084
+0.8%
7.68%
+0.5%
Q2 2014$38,848,000
-20.1%
392,799
-24.5%
7.65%
-21.8%
Q1 2014$48,609,000
-9.5%
519,995
-9.9%
9.78%
+0.5%
Q4 2013$53,703,000
+8.6%
577,148
-1.3%
9.73%
+22.4%
Q3 2013$49,465,000
+3.5%
584,623
-4.4%
7.95%
+8.8%
Q2 2013$47,798,000611,6287.30%
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