Truepoint, Inc. - 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
Truepoint, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$132,336,664
-7.1%
485,978
-3.5%
4.26%
-9.9%
Q2 2023$142,482,609
+6.1%
503,543
-6.4%
4.72%
+2.1%
Q1 2023$134,239,856
+16.0%
538,165
-0.9%
4.63%
+10.5%
Q4 2022$115,709,339
+8.9%
542,956
+9.3%
4.18%
-23.1%
Q3 2022$106,257,000
+0.9%
496,642
+5.1%
5.44%
-0.7%
Q2 2022$105,336,000
-15.4%
472,594
+9.2%
5.48%
-7.1%
Q1 2022$124,455,000
-9.2%
432,738
+1.4%
5.90%
-7.7%
Q4 2021$137,009,000
+10.3%
426,952
-0.3%
6.39%
+2.5%
Q3 2021$124,234,000
+5.4%
428,143
+4.2%
6.24%
-4.4%
Q2 2021$117,875,000
+14.8%
410,986
+2.9%
6.52%
+2.2%
Q1 2021$102,664,000
+5.1%
399,410
+3.5%
6.39%
-1.6%
Q4 2020$97,721,000
+8.3%
385,732
-2.7%
6.49%
-5.9%
Q3 2020$90,260,000
+4.7%
396,555
-7.0%
6.90%
-0.6%
Q2 2020$86,209,000
-99.9%
426,587
-10.1%
6.94%
+2.2%
Q1 2020$74,343,416,000
+81585.3%
474,461
-5.0%
6.79%
-1.5%
Q4 2019$91,012,000
+7.1%
499,599
-2.2%
6.90%
-7.3%
Q3 2019$84,963,000
+1.0%
510,961
-0.8%
7.44%
+9.6%
Q2 2019$84,126,000
+4.7%
514,880
+0.2%
6.79%
-1.1%
Q1 2019$80,371,000
+14.5%
513,816
-1.7%
6.86%
+2.4%
Q4 2018$70,181,000
-16.2%
522,449
+0.5%
6.70%
-7.3%
Q3 2018$83,749,000
+5.1%
520,050
-2.2%
7.23%
+0.9%
Q2 2018$79,663,000
-85.1%
531,762
+600.6%
7.17%
+72.2%
Q1 2018$534,942,000
+609.5%
75,898
-85.8%
4.16%
-41.3%
Q4 2017$75,394,000
+4.7%
536,041
-1.2%
7.09%
+0.4%
Q3 2017$71,993,000
+2.4%
542,320
+0.7%
7.06%
-0.1%
Q2 2017$70,322,000
+8.3%
538,497
+0.9%
7.07%
+1.1%
Q1 2017$64,954,000
+4.5%
533,897
+0.6%
6.99%
+1.1%
Q4 2016$62,171,000
+7.7%
530,874
+3.2%
6.92%
-1.5%
Q3 2016$57,740,000
+7.2%
514,203
+2.3%
7.02%
+1.5%
Q2 2016$53,862,000
+1.6%
502,440
+0.9%
6.92%
-1.2%
Q1 2016$52,990,000
+2.7%
497,792
+2.6%
7.00%
-2.1%
Q4 2015$51,594,000
+8.0%
484,948
+1.9%
7.15%
+0.4%
Q3 2015$47,752,000
-6.1%
476,137
+0.3%
7.12%
-6.8%
Q2 2015$50,836,000
+8.7%
474,877
+6.2%
7.64%
+4.5%
Q1 2015$46,761,000
-2.5%
447,007
-2.7%
7.31%
-4.8%
Q4 2014$47,968,000
+4.9%
459,506
+0.2%
7.68%
-0.7%
Q3 2014$45,719,000
+1.8%
458,707
+1.0%
7.73%
-2.1%
Q2 2014$44,916,000
+8.1%
454,159
+2.2%
7.90%
-0.8%
Q1 2014$41,550,000
+1.4%
444,480
+0.9%
7.96%
-1.9%
Q4 2013$40,970,000
+11.1%
440,305
+1.1%
8.11%
+5.6%
Q3 2013$36,861,000
+8.7%
435,653
+0.4%
7.68%
-15.7%
Q2 2013$33,905,000433,8509.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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