Allen Investment Management, LLC - VANGUARD INDEX FDS ownership

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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%.

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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$201,000–1,250–0.01%–
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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