SFMG, LLC - 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
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 Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders