Homrich & Berg - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$12,053,000
+1.3%
41,539
+0.1%
0.27%
-2.5%
Q2 2021$11,897,000
+27.3%
41,480
+14.0%
0.28%
+14.5%
Q1 2021$9,349,000
+4.7%
36,373
+3.2%
0.24%
-4.3%
Q4 2020$8,931,000
+32.5%
35,252
+19.1%
0.25%
+9.5%
Q3 2020$6,738,000
+14.3%
29,602
+1.5%
0.23%
-2.5%
Q2 2020$5,894,000
+29.1%
29,167
+0.1%
0.24%
-8.1%
Q1 2020$4,566,000
-16.3%
29,138
-2.6%
0.26%
+2.0%
Q4 2019$5,452,000
+5.6%
29,927
-3.6%
0.25%
-4.9%
Q3 2019$5,164,000
+1.5%
31,053
-0.3%
0.27%
-1.1%
Q2 2019$5,088,000
+2.9%
31,140
-1.5%
0.27%
+4.7%
Q1 2019$4,943,000
+21.7%
31,600
+4.5%
0.26%
+7.1%
Q4 2018$4,063,000
-25.7%
30,249
-11.0%
0.24%
-27.3%
Q3 2018$5,471,000
+6.9%
33,971
-0.6%
0.33%
-11.3%
Q2 2018$5,120,000
+4.0%
34,179
-1.5%
0.37%
+9.1%
Q1 2018$4,922,000
+1.7%
34,688
+0.8%
0.34%
+2.7%
Q4 2017$4,842,000
+499.3%
34,425
+465.7%
0.33%
+418.8%
Q3 2017$808,000
+4.5%
6,085
+0.0%
0.06%
-5.9%
Q2 2017$773,000
+2.8%
6,083
-1.6%
0.07%
+4.6%
Q1 2017$752,000
-5.4%
6,182
-13.3%
0.06%
-9.7%
Q4 2016$795,000
-13.5%
7,131
-12.9%
0.07%
-14.3%
Q3 2016$919,000
+64.4%
8,184
+56.9%
0.08%
+58.5%
Q2 2016$559,000
+0.4%
5,217
-0.3%
0.05%
-3.6%
Q1 2016$557,0000.0%5,2310.0%0.06%
+7.8%
Q4 2015$557,000
+6.1%
5,2310.0%0.05%
-7.3%
Q3 2015$525,000
-5.9%
5,231
+0.3%
0.06%0.0%
Q2 2015$558,000
+2.0%
5,217
-0.3%
0.06%
+1.9%
Q1 2015$547,000
+0.2%
5,2310.0%0.05%
-1.8%
Q4 2014$546,000
+5.0%
5,231
+0.3%
0.06%
+3.8%
Q3 2014$520,000
+0.8%
5,2170.0%0.05%
-8.6%
Q2 2014$516,000
+5.7%
5,2170.0%0.06%
-9.4%
Q1 2014$488,000
+0.6%
5,2170.0%0.06%
-4.5%
Q4 2013$485,000
+16.0%
5,217
-2.4%
0.07%
-11.8%
Q2 2013$418,0005,3470.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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