Evercore Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,844,550
-3.8%
10,446
-0.0%
0.05%
-1.9%
Q2 2023$2,956,366
+13.4%
10,4480.0%0.05%
+3.8%
Q1 2023$2,606,149
+17.0%
10,4480.0%0.05%
+10.6%
Q4 2022$2,226,573
-2.4%
10,448
-2.0%
0.05%
-7.8%
Q3 2022$2,281,000
+0.8%
10,660
+4.9%
0.05%
+6.2%
Q2 2022$2,264,000
-23.1%
10,159
-0.8%
0.05%
-7.7%
Q1 2022$2,945,000
-0.1%
10,238
+11.5%
0.05%
+8.3%
Q4 2021$2,948,000
+10.6%
9,1860.0%0.05%0.0%
Q3 2021$2,666,000
-0.2%
9,186
-1.4%
0.05%
-2.0%
Q2 2021$2,671,000
+11.6%
9,3150.0%0.05%
+4.3%
Q1 2021$2,394,000
+1.7%
9,315
+0.2%
0.05%
-7.8%
Q4 2020$2,355,000
+11.3%
9,2950.0%0.05%
-1.9%
Q3 2020$2,115,000
+15.1%
9,295
+2.2%
0.05%
+6.1%
Q2 2020$1,838,000
+23.4%
9,095
-4.3%
0.05%0.0%
Q1 2020$1,489,000
-6.6%
9,505
+8.6%
0.05%
+14.0%
Q4 2019$1,594,000
+59.9%
8,750
+45.9%
0.04%
+48.3%
Q3 2019$997,000
+71.9%
5,998
+68.8%
0.03%
+61.1%
Q2 2019$580,000
+23.9%
3,554
+18.9%
0.02%
+20.0%
Q1 2019$468,000
+19.1%
2,989
+2.2%
0.02%0.0%
Q4 2018$393,000
+28.9%
2,925
+54.3%
0.02%
+50.0%
Q3 2018$305,000
+7.4%
1,8960.0%0.01%0.0%
Q2 2018$284,000
+10.5%
1,896
+4.5%
0.01%0.0%
Q1 2018$257,000
+198.8%
1,814
+195.4%
0.01%
+233.3%
Q4 2017$86,000
-50.6%
614
-53.2%
0.00%
-57.1%
Q3 2017$174,000
+4.2%
1,3130.0%0.01%
+16.7%
Q2 2017$167,000
+5.0%
1,3130.0%0.01%0.0%
Q1 2017$159,000
-4.2%
1,313
-12.2%
0.01%
-14.3%
Q4 2016$166,000
-1.2%
1,4960.0%0.01%0.0%
Q3 2016$168,000
+5.0%
1,4960.0%0.01%0.0%
Q2 2016$160,000
+0.6%
1,4960.0%0.01%0.0%
Q1 2016$159,0000.0%1,4960.0%0.01%0.0%
Q4 2015$159,000
+1666.7%
1,496
+1508.6%
0.01%
Q3 2015$9,000
-87.5%
93
-86.2%
0.00%
-100.0%
Q2 2015$72,000
+620.0%
673
+623.7%
0.00%
Q1 2015$10,000
-90.8%
93
-91.5%
0.00%
-100.0%
Q3 2014$109,000
+1111.1%
1,093
+1075.3%
0.01%
Q2 2014$9,0000.0%930.0%0.00%
-100.0%
Q1 2014$9,0000.0%930.0%0.00%
Q4 2013$9,000
+12.5%
930.0%0.00%
Q3 2013$8,000
+14.3%
930.0%0.00%
Q2 2013$7,000930.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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