BUCKINGHAM STRATEGIC WEALTH, 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
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,563,479
+1.3%
31,448
+5.3%
0.12%
+0.8%
Q2 2023$8,452,689
+74.3%
29,872
+31.3%
0.12%
+36.4%
Q1 2023$4,848,8960.0%22,7530.0%0.09%0.0%
Q4 2022$4,848,896
-7.2%
22,753
-6.8%
0.09%
-17.8%
Q3 2022$5,225,000
+1.2%
24,421
+5.5%
0.11%
+4.9%
Q2 2022$5,162,000
-40.8%
23,158
-23.6%
0.10%
-40.7%
Q1 2022$8,718,000
-10.6%
30,312
-0.3%
0.17%
-9.0%
Q4 2021$9,757,000
+25.3%
30,406
+13.3%
0.19%
+18.9%
Q3 2021$7,785,000
-3.8%
26,829
-4.9%
0.16%
-18.5%
Q2 2021$8,095,000
+9.5%
28,225
-1.9%
0.20%
-46.6%
Q1 2021$7,394,000
-5.0%
28,765
-6.4%
0.36%
-10.8%
Q4 2020$7,785,000
+13.9%
30,730
+2.3%
0.41%
-21.8%
Q3 2020$6,837,000
+10.3%
30,036
-2.1%
0.52%
-11.4%
Q2 2020$6,200,000
+18.3%
30,682
-8.3%
0.59%
+16.6%
Q1 2020$5,242,000
+4.9%
33,453
+22.0%
0.51%
+5.6%
Q4 2019$4,997,000
+21.5%
27,429
+10.9%
0.48%
+7.4%
Q3 2019$4,112,000
+12.7%
24,729
+10.7%
0.45%
+12.3%
Q2 2019$3,649,000
+12.0%
22,334
+7.3%
0.40%
-3.4%
Q1 2019$3,257,000
+99.4%
20,824
+71.3%
0.41%
+65.1%
Q4 2018$1,633,000
-11.4%
12,156
+6.2%
0.25%
-12.0%
Q3 2018$1,844,000
+37.3%
11,448
+27.7%
0.28%
+30.4%
Q2 2018$1,343,000
+20.8%
8,962
+14.3%
0.22%0.0%
Q1 2018$1,112,000
+20.3%
7,838
+19.3%
0.22%
+12.4%
Q4 2017$924,000
+7.7%
6,570
+1.7%
0.19%
-5.4%
Q3 2017$858,000
+2.0%
6,462
-2.3%
0.20%
+3.0%
Q2 2017$841,000
+41.1%
6,616
+35.1%
0.20%
+14.5%
Q1 2017$596,000
+33.6%
4,896
+22.3%
0.17%
+20.1%
Q4 2016$446,000
+47.2%
4,003
+40.8%
0.14%
+41.2%
Q4 2015$303,000
+21.7%
2,844
+14.5%
0.10%
+15.9%
Q3 2015$249,000
-37.0%
2,484
-32.6%
0.09%
-32.3%
Q2 2015$395,000
-7.1%
3,687
-9.1%
0.13%
-18.8%
Q1 2015$425,0004,0580.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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