TD Capital Management 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
TD Capital Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,466,804
-3.9%
82,505
-0.1%
2.75%
-1.4%
Q2 2023$23,371,751
+13.4%
82,597
-0.0%
2.79%
+9.4%
Q1 2023$20,605,874
+16.6%
82,609
-0.4%
2.55%
+10.4%
Q4 2022$17,669,528
-3.0%
82,913
-2.6%
2.31%
-8.5%
Q3 2022$18,211,000
-4.1%
85,119
-0.1%
2.53%
-1.8%
Q2 2022$18,987,000
-22.9%
85,186
-0.5%
2.57%
-12.5%
Q1 2022$24,631,000
-11.4%
85,642
-1.1%
2.94%
-6.2%
Q4 2021$27,788,000
+6.8%
86,595
-3.4%
3.14%
-1.4%
Q3 2021$26,014,000
+1.1%
89,652
-0.1%
3.18%
-0.9%
Q2 2021$25,738,000
+12.3%
89,740
+0.6%
3.21%
+5.7%
Q1 2021$22,926,000
+1.8%
89,192
+0.4%
3.04%
-2.2%
Q4 2020$22,513,000
+11.1%
88,865
-0.1%
3.11%
+1.8%
Q3 2020$20,257,000
+12.5%
88,997
-0.1%
3.05%
+3.4%
Q2 2020$18,000,000
+29.1%
89,070
+0.1%
2.95%
+15.4%
Q1 2020$13,943,000
-14.3%
88,985
-0.4%
2.56%
-3.7%
Q4 2019$16,277,000
+10.1%
89,348
+0.5%
2.66%
+0.5%
Q3 2019$14,780,000
+2.0%
88,884
+0.3%
2.64%
-10.0%
Q2 2019$14,484,000
+3.7%
88,649
-0.7%
2.94%
-0.1%
Q1 2019$13,963,000
+16.4%
89,2640.0%2.94%
-0.5%
Q4 2018$11,991,000
-16.7%
89,264
-0.2%
2.96%
-20.4%
Q3 2018$14,402,000
+6.9%
89,429
-0.5%
3.71%
+0.7%
Q2 2018$13,469,000
+5.7%
89,910
+0.1%
3.69%
+0.7%
Q1 2018$12,740,000
+0.8%
89,793
-0.1%
3.66%
+5.8%
Q4 2017$12,639,000
+5.0%
89,861
-0.9%
3.46%
-0.3%
Q3 2017$12,040,000
+4.1%
90,700
-0.4%
3.47%
+0.6%
Q2 2017$11,565,000
+4.1%
91,035
-0.3%
3.45%
+5.5%
Q1 2017$11,111,000
+5.3%
91,330
-3.5%
3.27%
+1.1%
Q4 2016$10,551,000
-1.6%
94,645
-0.9%
3.24%
+0.4%
Q3 2016$10,722,000
+4.9%
95,486
+0.2%
3.22%
+0.8%
Q2 2016$10,220,000
+0.3%
95,335
-0.4%
3.20%
-3.2%
Q1 2016$10,187,000
-5.6%
95,698
-5.7%
3.30%
-1.2%
Q4 2015$10,796,000
+3.6%
101,479
-2.3%
3.34%
+4.9%
Q3 2015$10,418,000
-9.1%
103,883
-2.9%
3.19%
+9.6%
Q2 2015$11,456,000
-2.3%
107,012
-4.5%
2.91%
+5.7%
Q1 2015$11,723,000
-2.2%
112,060
-2.4%
2.75%
+0.3%
Q4 2014$11,981,000
+2.9%
114,776
-1.8%
2.74%
+3.6%
Q3 2014$11,646,000
-0.3%
116,844
-1.1%
2.65%
+0.6%
Q2 2014$11,684,000
-12.2%
118,144
-17.0%
2.63%
-14.1%
Q1 2014$13,306,000
-6.2%
142,344
-6.7%
3.06%
-8.2%
Q4 2013$14,192,000
+12.5%
152,518
+2.3%
3.34%
+14.3%
Q3 2013$12,611,000
+9.8%
149,046
+1.4%
2.92%
+4.3%
Q2 2013$11,482,000146,9192.80%
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