SFMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
SFMG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$467,829
-6.7%
1,718
-3.1%
0.05%
-7.7%
Q2 2023$501,590
+11.2%
1,773
-1.9%
0.05%
+6.1%
Q1 2023$450,868
+16.2%
1,808
-0.7%
0.05%
+14.0%
Q4 2022$387,938
-6.1%
1,820
-7.2%
0.04%
-10.4%
Q3 2022$413,000
+4.0%
1,961
+10.0%
0.05%
+4.3%
Q2 2022$397,000
-20.6%
1,783
+2.6%
0.05%
-6.1%
Q1 2022$500,000
-12.4%
1,738
-2.4%
0.05%
-10.9%
Q4 2021$571,000
+10.4%
1,7810.0%0.06%
-3.5%
Q3 2021$517,000
-2.6%
1,781
-3.8%
0.06%
-3.4%
Q2 2021$531,000
+15.9%
1,852
+4.0%
0.06%
+11.3%
Q1 2021$458,000
+5.3%
1,781
+3.7%
0.05%
-3.6%
Q4 2020$435,000
+11.3%
1,7180.0%0.06%
+1.9%
Q3 2020$391,000
+12.7%
1,7180.0%0.05%
+10.2%
Q2 2020$347,000
+29.0%
1,7180.0%0.05%
+22.5%
Q1 2020$269,000
-14.1%
1,7180.0%0.04%
+5.3%
Q4 2019$313,000
+9.4%
1,7180.0%0.04%
-2.6%
Q3 2019$286,000
-2.4%
1,7180.0%0.04%
-2.5%
Q2 2019$293,000
+21.6%
1,718
+11.3%
0.04%
+14.3%
Q1 2019$241,000
+13.7%
1,543
-2.3%
0.04%
+2.9%
Q4 2018$212,000
-6.6%
1,579
+2.3%
0.03%
-2.9%
Q3 2018$227,000
-1.7%
1,5430.0%0.04%
-5.4%
Q2 2018$231,000
+5.5%
1,5430.0%0.04%0.0%
Q1 2018$219,0001,5430.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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