J.P. Morgan Private Wealth Advisors LLC - 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
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$160,335,054
-5.3%
588,796
-1.6%
0.46%
-47.9%
Q2 2023$169,299,231
+7.0%
598,315
-5.7%
0.88%
+161.6%
Q1 2023$158,266,437
+27.8%
634,487
+9.1%
0.34%
+21.3%
Q4 2022$123,887,023
+6.2%
581,329
+6.6%
0.28%
-9.2%
Q3 2022$116,692,000
-3.3%
545,418
+0.7%
0.30%
-1.3%
Q2 2022$120,696,000
-20.6%
541,505
+2.5%
0.31%
-6.1%
Q1 2022$152,013,000
-12.6%
528,555
-2.5%
0.33%
-12.0%
Q4 2021$173,928,000
+13.2%
542,002
+2.4%
0.37%
-0.5%
Q3 2021$153,620,000
+10.1%
529,414
+8.8%
0.38%
+4.2%
Q2 2021$139,565,000
+60.8%
486,610
+44.1%
0.36%
+28.5%
Q1 2021$86,772,000
-38.4%
337,581
-39.3%
0.28%
-38.5%
Q4 2020$140,887,000
+45.8%
556,119
+31.0%
0.46%
+21.2%
Q3 2020$96,640,000
+12.7%
424,587
+0.0%
0.38%
-3.6%
Q2 2020$85,772,000
+44.0%
424,427
+11.6%
0.39%
+15.7%
Q1 2020$59,582,000
+12.9%
380,251
+31.2%
0.34%
+40.8%
Q4 2019$52,788,000
+12.1%
289,773
+2.3%
0.24%
-2.0%
Q3 2019$47,094,000
+10.5%
283,223
+8.6%
0.24%
+5.2%
Q2 2019$42,615,000
-8.5%
260,819
-12.4%
0.23%
-4.1%
Q1 2019$46,575,000
+12.3%
297,758
-3.5%
0.24%
-3.6%
Q4 2018$41,467,000
-7.0%
308,692
+11.4%
0.25%
+15.6%
Q3 2018$44,607,000
+15.6%
276,992
+7.6%
0.22%
+0.9%
Q2 2018$38,571,000
+16.8%
257,463
+10.6%
0.22%
-3.1%
Q1 2018$33,015,000
+9.1%
232,699
+8.2%
0.22%
+12.1%
Q4 2017$30,249,000
+6.5%
215,067
+0.5%
0.20%
-2.5%
Q3 2017$28,402,000
+6.0%
213,954
+1.5%
0.20%
+0.5%
Q2 2017$26,783,000
+3.4%
210,823
-0.9%
0.20%
+1.5%
Q1 2017$25,890,000
+16.3%
212,804
+6.6%
0.20%
+3.1%
Q4 2016$22,265,000
+31.4%
199,719
+32.4%
0.19%
+22.8%
Q3 2016$16,940,000
-23.8%
150,856
-27.2%
0.16%
-26.9%
Q2 2016$22,227,000
-36.8%
207,335
-37.2%
0.22%
-35.7%
Q1 2016$35,172,000
+15.5%
330,409
+15.5%
0.34%
+7.7%
Q4 2015$30,446,000
+128.0%
286,178
+114.9%
0.31%
+85.7%
Q3 2015$13,354,000
-20.4%
133,157
-15.1%
0.17%
-13.0%
Q2 2015$16,784,000
+47.7%
156,784
+44.3%
0.19%
+48.5%
Q1 2015$11,366,000
-2.9%
108,648
-3.1%
0.13%
-7.1%
Q4 2014$11,703,000
-8.4%
112,120
-12.5%
0.14%
-14.6%
Q3 2014$12,773,000
+125.0%
128,148
+123.3%
0.16%
+70.8%
Q2 2014$5,676,000
+149.4%
57,392
+135.8%
0.10%
+128.6%
Q1 2014$2,276,000
+2.3%
24,343
+1.8%
0.04%
-6.7%
Q4 2013$2,225,000
+28.8%
23,913
+17.1%
0.04%
+15.4%
Q3 2013$1,727,000
+12.4%
20,416
+3.9%
0.04%
+2.6%
Q2 2013$1,536,00019,6560.04%
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