Chicago Partners Investment Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$36,288,731
+0.1%
134,090
+5.5%
1.96%
+3.8%
Q2 2023$36,258,756
+35.6%
127,068
+17.9%
1.88%
+20.8%
Q1 2023$26,741,725
+2.4%
107,738
+1.3%
1.56%
-2.5%
Q4 2022$26,125,050
+16.9%
106,381
+1.5%
1.60%
+0.3%
Q3 2022$22,350,000
-14.2%
104,787
+1.3%
1.60%
-15.4%
Q2 2022$26,056,000
+10.2%
103,412
+0.3%
1.89%
+4.5%
Q1 2022$23,635,000
-19.1%
103,117
-1.2%
1.80%
-12.9%
Q4 2021$29,217,000
-13.4%
104,399
-2.2%
2.07%
-12.4%
Q3 2021$33,721,000
-47.8%
106,777
-50.4%
2.36%
-1.5%
Q2 2021$64,554,000
+118.1%
215,278
+101.8%
2.40%
-1.8%
Q1 2021$29,601,000
+6.8%
106,689
+0.1%
2.44%
-7.0%
Q4 2020$27,706,000
+16.7%
106,628
+1.3%
2.63%
-6.6%
Q3 2020$23,749,000
+6.1%
105,292
+0.4%
2.81%
+0.6%
Q2 2020$22,376,000
+18.6%
104,921
-1.9%
2.80%
-4.0%
Q1 2020$18,860,000
-6.5%
106,936
+1.3%
2.91%
+17.3%
Q4 2019$20,166,000
+7.3%
105,596
-5.2%
2.48%
-6.2%
Q3 2019$18,794,000
+2.1%
111,360
+1.5%
2.65%
+0.3%
Q2 2019$18,403,000
+5.7%
109,679
+1.6%
2.64%
+2.4%
Q1 2019$17,404,000
+15.8%
107,959
+0.7%
2.58%
+15.5%
Q4 2018$15,030,000
+0.2%
107,232
+1.4%
2.23%
-0.1%
Q3 2018$14,994,000
-3.5%
105,763
+2.0%
2.23%
-7.4%
Q2 2018$15,534,000
+3.6%
103,690
-1.9%
2.41%
-6.3%
Q1 2018$14,999,000
+3.1%
105,717
+2.2%
2.57%
+8.1%
Q4 2017$14,549,000
+5.4%
103,439
-0.5%
2.38%
+0.9%
Q3 2017$13,806,000
+44.1%
104,001
+28.2%
2.36%
-5.7%
Q2 2017$9,578,000
+12.8%
81,120
+16.3%
2.50%
+4.0%
Q1 2017$8,489,000
+41.8%
69,778
+30.0%
2.40%
+10.1%
Q4 2016$5,986,000
+8.1%
53,695
+8.9%
2.18%
-0.8%
Q3 2016$5,535,000
+8.2%
49,289
+3.3%
2.20%
-10.8%
Q2 2016$5,117,000
+1.7%
47,735
+1.0%
2.46%
-5.5%
Q1 2016$5,032,000
+14.3%
47,274
+14.3%
2.61%
+24.1%
Q4 2015$4,402,000
-19.5%
41,373
-24.1%
2.10%
-31.0%
Q3 2015$5,465,000
-7.5%
54,488
-1.2%
3.05%
+13.4%
Q2 2015$5,906,000
-3.4%
55,174
-5.8%
2.69%
-0.5%
Q1 2015$6,114,000
+5.6%
58,566
+5.6%
2.70%
+10.1%
Q4 2014$5,788,00055,4502.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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