Smith & Howard Wealth Management, 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
Smith & Howard Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,800,972
-21.3%
28,647
-18.3%
2.74%
-21.6%
Q2 2023$9,917,358
+1.7%
35,049
-10.3%
3.49%
+3.9%
Q1 2023$9,747,311
+29.8%
39,077
+10.9%
3.36%
+17.1%
Q4 2022$7,509,413
-2.0%
35,237
-1.6%
2.87%
-12.2%
Q3 2022$7,665,000
+20.8%
35,825
+25.9%
3.27%
+21.7%
Q2 2022$6,344,000
+17.2%
28,463
+51.3%
2.69%
+18.0%
Q1 2022$5,412,000
+25.1%
18,818
+39.5%
2.28%
+16.2%
Q4 2021$4,327,000
+2.1%
13,485
-7.7%
1.96%
-2.1%
Q3 2021$4,238,000
-2.1%
14,606
-3.2%
2.00%
-2.7%
Q2 2021$4,328,000
+7.5%
15,090
-3.6%
2.06%
+1.8%
Q1 2021$4,025,000
+0.5%
15,658
-0.9%
2.02%
-5.3%
Q4 2020$4,005,000
+19.9%
15,807
+7.8%
2.13%
+8.4%
Q3 2020$3,339,000
-10.1%
14,668
-20.2%
1.97%
-14.8%
Q2 2020$3,715,000
+5.3%
18,384
-18.4%
2.31%
+2.6%
Q1 2020$3,529,000
+23.6%
22,520
+43.7%
2.25%
+131.2%
Q4 2019$2,856,000
+46.8%
15,675
+33.9%
0.97%
+25.4%
Q3 2019$1,946,000
+511.9%
11,704
+500.8%
0.78%
+479.1%
Q2 2019$318,000
-47.4%
1,948
-49.5%
0.13%
-55.0%
Q1 2019$604,000
+16.6%
3,8590.0%0.30%
+4.6%
Q4 2018$518,000
+6.8%
3,859
+28.2%
0.28%
+39.7%
Q3 2018$485,000
+7.5%
3,0110.0%0.20%
+3.0%
Q2 2018$451,000
+5.6%
3,0110.0%0.20%
+7.6%
Q1 2018$427,000
-9.1%
3,011
-9.9%
0.18%
-16.4%
Q4 2017$470,000
+0.2%
3,343
-5.4%
0.22%
-1.3%
Q3 2017$469,000
+1.7%
3,533
-2.6%
0.22%
+1.4%
Q2 2017$461,000
+0.7%
3,628
-3.6%
0.22%0.0%
Q1 2017$458,000
+9.3%
3,7620.0%0.22%
+0.9%
Q4 2016$419,000
-9.5%
3,762
-8.8%
0.22%
-9.9%
Q3 2016$463,000
-13.9%
4,125
-17.8%
0.24%
-6.2%
Q2 2016$538,000
-25.1%
5,020
-25.6%
0.26%
-13.1%
Q1 2016$718,0000.0%6,7470.0%0.30%
-15.4%
Q4 2015$718,000
+3.8%
6,747
-2.3%
0.35%
+5.4%
Q3 2015$692,000
-6.9%
6,903
-0.5%
0.33%
+2.5%
Q2 2015$743,000
+1.8%
6,941
-0.5%
0.32%
+3.2%
Q1 2015$730,000
-0.1%
6,976
-0.4%
0.32%
-9.7%
Q4 2014$731,000
+2.2%
7,006
-2.4%
0.35%
-5.9%
Q3 2014$715,000
-2.3%
7,177
-3.0%
0.37%
-2.6%
Q2 2014$732,000
+5.9%
7,3970.0%0.38%
-2.1%
Q1 2014$691,000
-10.0%
7,397
-10.4%
0.39%
-8.0%
Q4 2013$768,000
+4.8%
8,254
-4.8%
0.42%
-3.2%
Q3 2013$733,000
+7.2%
8,669
-0.9%
0.44%
-0.2%
Q2 2013$684,0008,7480.44%
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