Freestone Capital Holdings, 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
Freestone Capital Holdings, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$224,947
-37.7%
826
-35.3%
0.01%
-20.0%
Q2 2023$361,074
+13.4%
1,2760.0%0.02%
+7.1%
Q1 2023$318,297
+15.2%
1,276
-1.5%
0.01%
+7.7%
Q4 2022$276,198
-35.0%
1,296
-34.7%
0.01%
-31.6%
Q3 2022$425,000
-16.3%
1,985
-12.8%
0.02%0.0%
Q2 2022$508,000
-14.0%
2,277
+10.8%
0.02%
-20.8%
Q1 2022$591,000
-84.1%
2,055
-82.2%
0.02%
-84.7%
Q4 2021$3,714,000
+16.7%
11,574
+5.5%
0.16%
-1.9%
Q3 2021$3,183,000
+2.9%
10,971
+1.7%
0.16%
+3.2%
Q2 2021$3,093,000
+17.3%
10,784
+5.2%
0.16%
+8.4%
Q1 2021$2,636,000
-99.9%
10,255
+7.8%
0.14%
+1.4%
Q4 2020$2,409,770,000
+11.3%
9,5120.0%0.14%0.0%
Q3 2020$2,165,026,000
+112544.4%
9,5120.0%0.14%
+513.0%
Q2 2020$1,922,000
+32.3%
9,512
+2.6%
0.02%
-25.8%
Q1 2020$1,453,000
-14.0%
9,2700.0%0.03%
-11.4%
Q4 2019$1,689,000
+9.6%
9,2700.0%0.04%
-5.4%
Q3 2019$1,541,000
+1.7%
9,2700.0%0.04%
-5.1%
Q2 2019$1,515,000
+4.5%
9,2700.0%0.04%
-54.7%
Q1 2019$1,450,000
+16.5%
9,2700.0%0.09%
+2.4%
Q4 2018$1,245,0009,2700.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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