LPL Financial LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,220,749,642
-0.4%
4,482,941
+3.5%
0.86%
-2.4%
Q2 2023$1,225,889,356
+18.3%
4,332,377
+4.3%
0.88%
+8.6%
Q1 2023$1,036,215,069
+9.4%
4,154,166
-6.5%
0.81%
-0.5%
Q4 2022$947,074,695
+0.8%
4,444,065
+1.2%
0.81%
-10.5%
Q3 2022$939,124,000
-0.6%
4,389,455
+3.6%
0.91%
+1.0%
Q2 2022$944,583,000
-18.3%
4,237,891
+5.4%
0.90%
-9.7%
Q1 2022$1,155,936,000
-8.4%
4,019,249
+2.2%
0.99%
-6.2%
Q4 2021$1,262,111,000
+12.9%
3,933,035
+2.1%
1.06%
+0.9%
Q3 2021$1,118,204,000
+8.9%
3,853,618
+7.6%
1.05%
+1.1%
Q2 2021$1,027,131,000
+14.3%
3,581,226
+2.5%
1.04%
+0.6%
Q1 2021$898,377,000
+7.3%
3,495,087
+5.8%
1.03%
-4.7%
Q4 2020$837,224,000
+17.2%
3,304,745
+5.3%
1.08%
-2.8%
Q3 2020$714,260,000
+10.2%
3,138,087
-2.1%
1.12%
-1.2%
Q2 2020$648,099,000
+31.1%
3,206,980
+1.7%
1.13%
+6.0%
Q1 2020$494,187,000
-10.0%
3,153,915
+4.7%
1.06%
+6.6%
Q4 2019$549,014,000
+12.9%
3,013,744
+3.1%
1.00%
+1.0%
Q3 2019$486,080,000
+4.3%
2,923,260
+2.4%
0.99%
-0.5%
Q2 2019$466,231,000
+2.8%
2,853,483
-1.5%
0.99%
-3.5%
Q1 2019$453,328,000
+16.9%
2,898,149
+0.4%
1.03%
-0.1%
Q4 2018$387,780,000
-18.7%
2,886,775
-2.5%
1.03%
-9.8%
Q3 2018$476,835,000
+13.0%
2,960,973
+5.2%
1.14%
+3.2%
Q2 2018$421,857,000
+7.3%
2,815,949
+1.6%
1.11%
+2.4%
Q1 2018$393,189,000
+40.3%
2,771,277
+39.1%
1.08%
+26.8%
Q4 2017$280,151,000
+46.7%
1,991,830
+38.5%
0.85%
+26.6%
Q3 2017$190,921,000
+6.0%
1,438,197
+1.4%
0.67%
-1.3%
Q2 2017$180,138,000
+4454.7%
1,417,959
+4257.6%
0.68%
+2429.6%
Q1 2017$3,955,000
-34.3%
32,540
-39.4%
0.03%
-41.3%
Q4 2016$6,020,000
+69.6%
53,663
+68.9%
0.05%
+35.3%
Q3 2016$3,549,000
+4.5%
31,764
+0.6%
0.03%
+17.2%
Q2 2016$3,397,000
-98.5%
31,585
-98.5%
0.03%
-95.3%
Q1 2016$221,872,000
-27.1%
2,091,522
-28.2%
0.62%
-27.0%
Q4 2015$304,550,000
+172.8%
2,911,680
+170.8%
0.84%
+37.4%
Q3 2015$111,636,000
-12.6%
1,075,340
-9.5%
0.62%
-5.1%
Q2 2015$127,732,000
+18.1%
1,187,668
+17.7%
0.65%
+17.4%
Q1 2015$108,131,000
+5.6%
1,009,154
+2.9%
0.55%
-1.4%
Q4 2014$102,374,000
+16.0%
980,689
+9.2%
0.56%
+6.5%
Q3 2014$88,233,000
-3.9%
898,045
-3.3%
0.53%
-1.7%
Q2 2014$91,859,000
+0.2%
928,803
-5.3%
0.54%
-5.0%
Q1 2014$91,653,000
-0.7%
980,454
-1.1%
0.56%
-2.3%
Q4 2013$92,256,000
+15.8%
991,465
+6.7%
0.58%
+8.7%
Q3 2013$79,669,000
+10.7%
929,297
+0.9%
0.53%
+2.5%
Q2 2013$71,942,000920,5690.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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