American Investment Services, Inc. - 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
American Investment Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$29,038,007
-8.0%
106,636
-4.4%
6.20%
-3.0%
Q2 2023$31,563,305
+18.6%
111,547
-10.7%
6.40%
+16.8%
Q1 2023$26,609,0300.0%124,8610.0%5.47%0.0%
Q4 2022$26,609,030
-1.9%
124,861
-1.6%
5.47%
-15.2%
Q3 2022$27,136,000
-4.8%
126,833
-0.8%
6.46%
-0.6%
Q2 2022$28,506,000
-19.3%
127,894
+4.1%
6.50%
-16.3%
Q1 2022$35,328,000
-11.0%
122,836
-0.7%
7.76%
-10.8%
Q4 2021$39,697,000
+9.7%
123,705
-0.8%
8.70%
+7.1%
Q3 2021$36,191,000
+0.4%
124,722
-0.8%
8.12%
-2.2%
Q2 2021$36,060,000
+9.5%
125,728
-1.9%
8.30%
-6.8%
Q1 2021$32,927,000
-3.0%
128,100
-4.4%
8.91%
-13.6%
Q4 2020$33,961,000
+10.7%
134,051
-0.5%
10.32%
+0.2%
Q3 2020$30,677,000
+12.4%
134,779
-0.2%
10.29%
+7.3%
Q2 2020$27,293,000
+22.2%
135,053
-5.2%
9.59%
+12.1%
Q1 2020$22,333,000
-17.2%
142,527
-3.7%
8.56%
+5.1%
Q4 2019$26,957,000
+7.6%
147,977
-1.8%
8.15%
+3.6%
Q3 2019$25,044,000
-1.1%
150,616
-2.8%
7.86%
-2.1%
Q2 2019$25,313,000
-2.8%
154,926
-6.9%
8.03%
-3.0%
Q1 2019$26,033,000
+16.2%
166,433
-0.2%
8.28%
+3.7%
Q4 2018$22,404,000
-18.6%
166,780
-2.4%
7.98%
-14.0%
Q3 2018$27,523,000
+5.1%
170,910
-2.3%
9.28%
+2.5%
Q2 2018$26,195,000
+4.8%
174,856
-0.8%
9.05%
+2.3%
Q1 2018$25,003,000
+5.9%
176,227
+5.0%
8.84%
+2.6%
Q4 2017$23,604,000
+4.8%
167,823
-1.1%
8.62%
+0.0%
Q3 2017$22,526,000
+4.8%
169,690
+0.3%
8.62%
+1.2%
Q2 2017$21,502,000
+7.7%
169,255
+3.1%
8.52%
+5.0%
Q1 2017$19,963,000
+12.4%
164,090
+1.9%
8.12%
+9.4%
Q4 2016$17,766,000
-0.5%
161,067
+1.3%
7.42%
-0.1%
Q3 2016$17,859,000
+4.8%
159,040
+0.1%
7.43%
+0.8%
Q2 2016$17,033,000
+4.4%
158,892
+3.6%
7.37%
-7.9%
Q1 2016$16,321,000
+5.1%
153,325
+5.0%
8.00%
-5.4%
Q4 2015$15,536,000
+4.6%
146,032
-1.4%
8.45%
+2.2%
Q3 2015$14,856,000
+1.8%
148,133
+8.6%
8.27%
+6.2%
Q2 2015$14,598,000
+8.5%
136,370
+6.0%
7.79%
+6.7%
Q1 2015$13,455,000
+2.9%
128,616
+2.7%
7.30%
+2.5%
Q4 2014$13,074,000
+4.4%
125,246
-0.3%
7.12%
+2.8%
Q3 2014$12,525,000
+7.8%
125,661
+6.9%
6.92%
+9.3%
Q2 2014$11,623,000
+7.0%
117,525
+1.2%
6.33%
+1.4%
Q1 2014$10,858,000
+7.5%
116,152
+7.0%
6.24%
+3.7%
Q4 2013$10,099,000
+15.5%
108,537
+5.0%
6.02%
+10.0%
Q3 2013$8,746,000
+16.7%
103,374
+7.8%
5.47%
+16.4%
Q2 2013$7,495,00095,9124.70%
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