FORVIS Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,076,658
-8.6%
66,383
-5.0%
0.54%
-5.9%
Q2 2023$19,769,984
+8.2%
69,868
-4.6%
0.58%
-3.2%
Q1 2023$18,276,591
+15.0%
73,270
-1.8%
0.60%
+7.6%
Q4 2022$15,899,107
-8.1%
74,605
-7.7%
0.56%
-20.3%
Q3 2022$17,293,000
-6.4%
80,829
-2.5%
0.70%
-6.7%
Q2 2022$18,480,000
-25.6%
82,910
-4.0%
0.75%
-28.9%
Q1 2022$24,845,000
-10.7%
86,387
-0.4%
1.05%
-10.2%
Q4 2021$27,835,000
+10.6%
86,740
-0.0%
1.17%
+1.2%
Q3 2021$25,171,000
+1.5%
86,746
+0.3%
1.16%
+0.3%
Q2 2021$24,805,000
+9.3%
86,486
-2.1%
1.15%
+2.4%
Q1 2021$22,698,000
-9.0%
88,306
-10.3%
1.13%
-9.8%
Q4 2020$24,950,000
-0.3%
98,485
-10.4%
1.25%
-14.2%
Q3 2020$25,014,000
+12.9%
109,899
+0.2%
1.46%
+1.5%
Q2 2020$22,165,000
+157.9%
109,679
+99.9%
1.44%
+103.7%
Q1 2020$8,596,000
+1088.9%
54,857
+1282.5%
0.70%
+1255.8%
Q4 2019$723,000
+9.5%
3,968
+0.0%
0.05%
-1.9%
Q3 2019$660,000
-3.6%
3,967
-5.3%
0.05%
-5.4%
Q2 2019$685,000
+5.9%
4,191
+1.3%
0.06%
+3.7%
Q1 2019$647,000
+3.7%
4,137
-11.0%
0.05%
-15.6%
Q4 2018$624,000
+3.5%
4,648
+24.2%
0.06%
+20.8%
Q3 2018$603,000
+1.9%
3,743
-5.3%
0.05%
-8.6%
Q2 2018$592,000
+5.5%
3,953
+0.0%
0.06%
+3.6%
Q1 2018$561,000
-7.0%
3,952
-7.8%
0.06%
-6.7%
Q4 2017$603,000
-23.8%
4,288
-28.1%
0.06%
-31.0%
Q3 2017$791,000
+1.7%
5,962
-2.6%
0.09%
-1.1%
Q2 2017$778,000
+6.6%
6,123
+2.0%
0.09%
-1.1%
Q1 2017$730,000
-7.6%
6,003
-15.3%
0.09%
-13.6%
Q4 2016$790,000
-4.1%
7,091
-3.3%
0.10%
-10.4%
Q3 2016$824,000
+4.8%
7,335
+0.0%
0.12%
-1.7%
Q2 2016$786,000
-3.6%
7,332
-4.2%
0.12%
-10.0%
Q1 2016$815,000
-12.4%
7,653
-12.5%
0.13%
-7.1%
Q4 2015$930,000
-5.3%
8,746
-10.7%
0.14%
-19.1%
Q3 2015$982,000
-1.3%
9,792
+5.4%
0.17%
+16.1%
Q2 2015$995,000
-43.8%
9,292
-45.1%
0.15%
-41.8%
Q1 2015$1,770,00016,9160.26%
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