Advisors Capital 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 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

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Quarter-by-quarter ownership
Advisors Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,112
+13.5%
48,149
+17.9%
0.33%
+20.7%
Q2 2023$11,557
+50.5%
40,842
+32.7%
0.28%
+38.7%
Q1 2023$7,680
+25.8%
30,789
+7.5%
0.20%
+19.9%
Q4 2022$6,106
-99.9%
28,650
+33.2%
0.17%
+26.7%
Q3 2022$4,890,000
+306.8%
21,515
+298.9%
0.13%
+254.1%
Q2 2022$1,202,000
+10.3%
5,393
+42.4%
0.04%
+23.3%
Q1 2022$1,090,000
-10.8%
3,788
-0.5%
0.03%
-9.1%
Q4 2021$1,222,000
+31.0%
3,808
+18.4%
0.03%
+17.9%
Q3 2021$933,000
+7.0%
3,215
+5.8%
0.03%0.0%
Q2 2021$872,000
+36.2%
3,039
+22.0%
0.03%
+27.3%
Q1 2021$640,000
+9.8%
2,492
+8.2%
0.02%0.0%
Q4 2020$583,000
+151.3%
2,303
+126.0%
0.02%
+100.0%
Q3 2020$232,000
+4.5%
1,019
-7.1%
0.01%0.0%
Q2 2020$222,000
+6.2%
1,097
-17.6%
0.01%
-15.4%
Q1 2020$209,000
-7.5%
1,331
+7.3%
0.01%
+18.2%
Q4 2019$226,000–1,241–0.01%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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