KINGS POINT CAPITAL MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$374,000
-10.3%
1,3010.0%0.03%
-2.9%
Q4 2021$417,000
+10.3%
1,3010.0%0.03%0.0%
Q3 2021$378,000
+39.0%
1,301
+37.1%
0.03%
+36.0%
Q2 2021$272,000
+11.5%
9490.0%0.02%
+4.2%
Q1 2021$244,000
+1.7%
9490.0%0.02%
-7.7%
Q4 2020$240,000
+11.1%
9490.0%0.03%
-3.7%
Q3 2020$216,000
+12.5%
9490.0%0.03%
-3.6%
Q2 2020$192,000
+28.9%
9490.0%0.03%
+7.7%
Q1 2020$149,000
-13.9%
9490.0%0.03%0.0%
Q4 2019$173,000
+9.5%
9490.0%0.03%
-3.7%
Q3 2019$158,000
+1.9%
9490.0%0.03%
-3.6%
Q2 2019$155,000
+4.7%
9490.0%0.03%
-3.4%
Q1 2019$148,000
+16.5%
9490.0%0.03%
+3.6%
Q4 2018$127,000
-17.0%
9490.0%0.03%
-3.4%
Q3 2018$153,000
+7.7%
9490.0%0.03%
+3.6%
Q2 2018$142,000
+5.2%
9490.0%0.03%
+3.7%
Q1 2018$135,000
+1.5%
9490.0%0.03%
-3.6%
Q4 2017$133,000
+5.6%
9490.0%0.03%0.0%
Q3 2017$126,000
+4.1%
9490.0%0.03%0.0%
Q2 2017$121,000
+5.2%
9490.0%0.03%
+3.7%
Q1 2017$115,000
+8.5%
9490.0%0.03%
+3.8%
Q4 2016$106,000
-0.9%
9490.0%0.03%
-7.1%
Q3 2016$107,000
+4.9%
9490.0%0.03%
+7.7%
Q2 2016$102,000
+1.0%
9490.0%0.03%0.0%
Q1 2016$101,0000.0%9490.0%0.03%
+4.0%
Q4 2015$101,000
-31.3%
949
-35.2%
0.02%
-35.9%
Q3 2015$147,000
-6.4%
1,4650.0%0.04%
+2.6%
Q2 2015$157,000
+2.6%
1,4650.0%0.04%0.0%
Q1 2015$153,000
+54.5%
1,465
+54.4%
0.04%
+40.7%
Q4 2014$99,000
+4.2%
9490.0%0.03%
-6.9%
Q3 2014$95,000
+1.1%
9490.0%0.03%
+3.6%
Q2 2014$94,000
+5.6%
9490.0%0.03%
-3.4%
Q1 2014$89,000
+1.1%
9490.0%0.03%
-6.5%
Q4 2013$88,000
+10.0%
9490.0%0.03%0.0%
Q3 2013$80,000
-11.1%
949
-17.4%
0.03%
-16.2%
Q2 2013$90,0001,1490.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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