Asset Allocation & Management Company, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

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Quarter-by-quarter ownership
Asset Allocation & Management Company, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,319
-3.8%
12,1890.0%1.99%
+44.9%
Q2 2023$3,449
+13.5%
12,1890.0%1.37%
+12.5%
Q1 2023$3,040
+17.0%
12,1890.0%1.22%
+21.3%
Q4 2022$2,598
-99.9%
12,1890.0%1.00%
-6.0%
Q3 2022$2,608,000
-4.0%
12,1890.0%1.07%
-5.6%
Q2 2022$2,717,000
-22.5%
12,1890.0%1.13%
-9.9%
Q1 2022$3,506,000
-10.4%
12,1890.0%1.26%
-5.1%
Q4 2021$3,911,000
+10.6%
12,1890.0%1.32%
-30.9%
Q3 2021$3,537,000
+3.1%
12,189
+1.9%
1.92%
+21.0%
Q2 2021$3,431,000
+11.6%
11,9630.0%1.58%
+4.3%
Q1 2021$3,075,000
+1.5%
11,9630.0%1.52%
-22.1%
Q4 2020$3,031,000
-1.6%
11,963
-11.6%
1.95%
+37.2%
Q3 2020$3,081,000
+12.6%
13,5370.0%1.42%
+6.8%
Q2 2020$2,736,000
+29.0%
13,537
+0.0%
1.33%
+26.7%
Q1 2020$2,121,000
-14.0%
13,5360.0%1.05%
+14.0%
Q4 2019$2,466,000–13,536–0.92%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 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