Annex Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$590,532
-2.9%
2,168
+0.9%
0.04%
+5.9%
Q2 2023$608,251
+10.4%
2,149
-2.7%
0.03%
+13.3%
Q1 2023$551,162
-0.3%
2,209
-14.8%
0.03%
-3.2%
Q4 2022$552,722
-77.1%
2,593
-77.0%
0.03%
-81.0%
Q3 2022$2,416,000
+49.4%
11,294
+55.7%
0.16%
+39.3%
Q2 2022$1,617,000
+162.1%
7,253
+237.8%
0.12%
+160.0%
Q1 2022$617,000
-7.1%
2,147
+3.7%
0.04%
-2.2%
Q4 2021$664,000
+10.5%
2,070
-0.1%
0.05%
-6.1%
Q3 2021$601,000
+7.1%
2,072
+6.1%
0.05%
+8.9%
Q2 2021$561,000
+13.6%
1,953
+1.6%
0.04%
-6.2%
Q1 2021$494,000
+1.4%
1,923
+0.1%
0.05%0.0%
Q4 2020$487,000
+11.4%
1,9220.0%0.05%
-14.3%
Q3 2020$437,000
+6.8%
1,922
-4.9%
0.06%
-1.8%
Q2 2020$409,000
+96.6%
2,022
+52.3%
0.06%
+96.6%
Q1 2020$208,000
-14.0%
1,3280.0%0.03%0.0%
Q4 2019$242,000
+6.1%
1,328
-3.3%
0.03%
-6.5%
Q3 2019$228,000
+1.3%
1,3740.0%0.03%
-3.1%
Q2 2019$225,000
+0.4%
1,374
-1.1%
0.03%
-8.6%
Q3 2018$224,000
-5.9%
1,389
-12.7%
0.04%
-14.6%
Q2 2018$238,000
-2.1%
1,591
-7.2%
0.04%
-6.8%
Q1 2018$243,000
-23.6%
1,715
-24.2%
0.04%
-26.7%
Q4 2017$318,000
+49.3%
2,264
+40.8%
0.06%
+36.4%
Q3 2017$213,000
-14.5%
1,608
-17.8%
0.04%
-20.0%
Q2 2017$249,000
+5.1%
1,957
+0.6%
0.06%
-6.8%
Q1 2017$237,000
+13.9%
1,946
+4.3%
0.06%
+15.7%
Q4 2016$208,000
+0.5%
1,865
+1.4%
0.05%
-5.6%
Q3 2016$207,000
-6.8%
1,839
-11.7%
0.05%
-16.9%
Q4 2015$222,000
+0.9%
2,083
-5.2%
0.06%
-9.7%
Q3 2015$220,000
+6.8%
2,198
+11.6%
0.07%
+9.1%
Q1 2015$206,000
-10.0%
1,970
-10.0%
0.07%
-7.0%
Q4 2014$229,000
+8.5%
2,190
+3.5%
0.07%0.0%
Q3 2014$211,000
-6.2%
2,115
-7.2%
0.07%
-7.8%
Q2 2014$225,000
+10.3%
2,278
+4.3%
0.08%
+1.3%
Q1 2014$204,000
-12.8%
2,184
-13.1%
0.08%
-15.6%
Q4 2013$234,000
-28.4%
2,512
-34.9%
0.09%
-40.8%
Q3 2013$327,000
+2.2%
3,861
-5.8%
0.15%
-14.1%
Q2 2013$320,0004,0990.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders