Keel Point, 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
Keel Point, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$252,159
-5.7%
926
-2.0%
0.04%
-2.8%
Q2 2023$267,397
-0.2%
945
-12.0%
0.04%
-7.7%
Q1 2023$267,899
-60.7%
1,074
-49.4%
0.04%
-48.7%
Q4 2021$681,000
-63.4%
2,121
-66.9%
0.08%
-68.3%
Q3 2021$1,859,000
+1.4%
6,407
+0.2%
0.24%
+17.6%
Q2 2021$1,833,000
+8.9%
6,392
-2.4%
0.20%
+24.4%
Q1 2021$1,683,000
-2.0%
6,549
-3.4%
0.16%
+7.2%
Q4 2020$1,718,000
+9.2%
6,779
-1.9%
0.15%
+7.0%
Q3 2020$1,573,000
+1.9%
6,909
-9.5%
0.14%
-10.6%
Q2 2020$1,543,000
+10.1%
7,636
-14.6%
0.16%
-11.6%
Q1 2020$1,401,000
-4.2%
8,942
+11.4%
0.18%
+13.8%
Q4 2019$1,463,000
+9.9%
8,028
+0.3%
0.16%
-2.5%
Q3 2019$1,331,000
-10.9%
8,006
-12.4%
0.16%
-4.7%
Q2 2019$1,494,000
+6.1%
9,144
+1.6%
0.17%
+4.9%
Q1 2019$1,408,000
+16.5%
9,0000.0%0.16%
-0.6%
Q4 2018$1,209,000
-13.8%
9,000
+3.4%
0.16%
-5.7%
Q3 2018$1,402,000
+8.2%
8,705
+0.6%
0.17%
+1.2%
Q2 2018$1,296,000
+11.4%
8,654
+5.5%
0.17%
+8.2%
Q1 2018$1,163,000
-39.8%
8,200
-40.3%
0.16%
-40.4%
Q4 2017$1,933,000
+1.4%
13,745
-4.3%
0.27%
-7.9%
Q3 2017$1,907,000
-68.9%
14,363
-70.2%
0.29%
-76.4%
Q2 2017$6,130,000
+12.0%
48,250
+7.2%
1.23%
+11.3%
Q1 2017$5,474,000
+23.2%
44,991
+12.9%
1.11%
+10.8%
Q4 2016$4,444,00039,8621.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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