CWM, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
CWM, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$93,679
-3.2%
344,016
+0.5%
0.57%
-4.0%
Q2 2023$96,822
+21.5%
342,177
+7.1%
0.60%
+10.9%
Q1 2023$79,710
+18.6%
319,557
+1.3%
0.54%
+8.9%
Q4 2022$67,208
-99.9%
315,369
-8.2%
0.50%
-15.2%
Q3 2022$73,528,000
-3.3%
343,670
+0.8%
0.58%
-0.8%
Q2 2022$75,999,000
-30.4%
340,972
-10.2%
0.59%
-24.0%
Q1 2022$109,208,000
+1.2%
379,722
+12.9%
0.78%
+2.0%
Q4 2021$107,922,000
+21.9%
336,310
+8.9%
0.76%
+7.6%
Q2 2021$88,550,0000.0%308,7420.0%0.71%0.0%
Q1 2021$88,550,0000.0%308,7420.0%0.71%0.0%
Q4 2020$88,550,0000.0%308,7420.0%0.71%0.0%
Q3 2020$88,550,0000.0%308,7420.0%0.71%0.0%
Q2 2020$88,550,0000.0%308,7420.0%0.71%0.0%
Q1 2020$88,550,0000.0%308,7420.0%0.71%0.0%
Q4 2019$88,550,0000.0%308,7420.0%0.71%0.0%
Q3 2019$88,550,0000.0%308,7420.0%0.71%0.0%
Q2 2019$88,550,0000.0%308,7420.0%0.71%0.0%
Q1 2019$88,550,000
+3100.2%
308,742
+1399.1%
0.71%
+923.2%
Q4 2018$2,767,000
+69.3%
20,595
+102.9%
0.07%
+64.3%
Q3 2018$1,634,000
+46.5%
10,149
+36.4%
0.04%
+13.5%
Q2 2018$1,115,000
+15.5%
7,443
+9.5%
0.04%
-2.6%
Q1 2018$965,000
+19.9%
6,800
+18.8%
0.04%
+5.6%
Q4 2017$805,000
+36.0%
5,726
+28.4%
0.04%
+28.6%
Q3 2017$592,000
+13.8%
4,459
+8.9%
0.03%
+3.7%
Q2 2017$520,000
-27.5%
4,093
-30.5%
0.03%
-34.1%
Q1 2017$717,000
+518.1%
5,892
+467.6%
0.04%
+485.7%
Q4 2016$116,000
-0.9%
1,0380.0%0.01%
-12.5%
Q3 2016$117,000
+88.7%
1,038
+79.3%
0.01%
+60.0%
Q2 2016$62,000
+40.9%
579
+40.2%
0.01%
+25.0%
Q1 2016$44,000
-71.8%
413
-71.8%
0.00%
-73.3%
Q4 2015$156,000
-41.4%
1,467
-44.7%
0.02%
-44.4%
Q3 2015$266,000
+3700.0%
2,655
+3487.8%
0.03%
+2600.0%
Q4 2013$7,000740.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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