Bartlett & Co. 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
Bartlett & Co. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$1,814
+13.9%
5,811
-0.6%
0.03%0.0%
Q3 2023$1,593
-6.6%
5,848
-2.9%
0.03%0.0%
Q2 2023$1,705
+13.1%
6,025
-0.3%
0.03%0.0%
Q1 2023$1,507
+17.0%
6,0420.0%0.03%
+11.5%
Q4 2022$1,288
-99.9%
6,042
-8.3%
0.03%
-13.3%
Q3 2022$1,410,000
+4.8%
6,588
+9.1%
0.03%
+11.1%
Q2 2022$1,346,000
+55.1%
6,041
+100.2%
0.03%
+80.0%
Q1 2022$868,000
-56.6%
3,018
-51.5%
0.02%
-55.9%
Q4 2021$1,998,000
+6.3%
6,226
-3.9%
0.03%
-5.6%
Q3 2021$1,880,000
+6.6%
6,481
+5.4%
0.04%
+5.9%
Q2 2021$1,763,000
+11.6%
6,148
+0.0%
0.03%
+6.2%
Q1 2021$1,580,000
+1.5%
6,1470.0%0.03%
-3.0%
Q4 2020$1,557,000
+11.1%
6,147
-0.1%
0.03%0.0%
Q3 2020$1,401,000
+14.6%
6,153
+1.7%
0.03%
+3.1%
Q2 2020$1,222,000
+32.5%
6,048
+2.8%
0.03%
+14.3%
Q1 2020$922,000
-13.5%
5,884
-8.2%
0.03%0.0%
Q3 2019$1,066,000
+18.1%
6,413
+16.1%
0.03%
-17.6%
Q2 2019$903,000
+4.5%
5,5260.0%0.03%
+3.0%
Q1 2019$864,000
+16.8%
5,526
+0.3%
0.03%
+3.1%
Q4 2018$740,000
+219.0%
5,509
+282.8%
0.03%
+255.6%
Q3 2018$232,000
+7.4%
1,4390.0%0.01%0.0%
Q2 2018$216,000
+5.9%
1,439
+0.1%
0.01%
+12.5%
Q1 2018$204,000
+1.0%
1,4380.0%0.01%0.0%
Q4 2017$202,000
+5.8%
1,438
+0.1%
0.01%0.0%
Q3 2017$191,000
+69.0%
1,437
+62.2%
0.01%
+60.0%
Q2 2017$113,000
+4.6%
8860.0%0.01%0.0%
Q1 2017$108,000
-1.8%
886
-10.3%
0.01%0.0%
Q4 2016$110,000
-0.9%
988
+0.1%
0.01%0.0%
Q3 2016$111,000
-38.0%
987
-40.9%
0.01%
-44.4%
Q2 2016$179,000
+145.2%
1,671
+143.9%
0.01%
+125.0%
Q1 2016$73,0000.0%6850.0%0.00%0.0%
Q4 2015$73,000
-65.4%
685
-67.4%
0.00%
-66.7%
Q3 2015$211,000
-6.2%
2,1000.0%0.01%
+9.1%
Q2 2015$225,000
+2.3%
2,1000.0%0.01%0.0%
Q1 2015$220,000
+0.5%
2,1000.0%0.01%0.0%
Q4 2014$219,000
+55.3%
2,100
+48.4%
0.01%
+57.1%
Q3 2014$141,000
+0.7%
1,4150.0%0.01%0.0%
Q2 2014$140,000
+6.1%
1,4150.0%0.01%0.0%
Q1 2014$132,000
-12.0%
1,415
-12.1%
0.01%0.0%
Q4 2013$150,000
-7.4%
1,609
-15.7%
0.01%
-22.2%
Q3 2013$162,000
+20.9%
1,909
+11.3%
0.01%
+28.6%
Q2 2013$134,0001,7150.01%
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