Allen Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
Allen Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$340,388
-3.8%
1,2500.0%0.01%0.0%
Q2 2023$353,700
+13.4%
1,2500.0%0.01%0.0%
Q1 2023$311,800
-95.9%
1,250
-96.5%
0.01%
-95.9%
Q4 2022$7,670,894
+190.9%
35,995
+192.0%
0.12%
+167.4%
Q3 2022$2,637,000
-86.5%
12,326
-86.0%
0.05%
-85.5%
Q2 2022$19,591,000
+5341.9%
87,894
+6931.5%
0.32%
+6240.0%
Q1 2022$360,000
-10.2%
1,2500.0%0.01%0.0%
Q4 2021$401,000
+10.5%
1,2500.0%0.01%0.0%
Q3 2021$363,000
+1.1%
1,2500.0%0.01%0.0%
Q2 2021$359,000
+11.8%
1,2500.0%0.01%0.0%
Q1 2021$321,000
+1.3%
1,2500.0%0.01%0.0%
Q4 2020$317,000
+11.2%
1,2500.0%0.01%0.0%
Q3 2020$285,000
+12.6%
1,2500.0%0.01%0.0%
Q2 2020$253,000
+11.0%
1,2500.0%0.01%0.0%
Q4 2019$228,000
+9.6%
1,2500.0%0.01%0.0%
Q3 2019$208,000
+2.0%
1,2500.0%0.01%
-16.7%
Q2 2019$204,000
+1.5%
1,2500.0%0.01%
-14.3%
Q3 2018$201,0001,2500.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders