ICONIQ Capital, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
ICONIQ Capital, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$301,000
-2.3%
1,406
+1.7%
0.00%0.0%
Q2 2022$308,000
-19.6%
1,382
+3.9%
0.00%
+33.3%
Q1 2022$383,000
-10.1%
1,330
+0.1%
0.00%0.0%
Q4 2021$426,000
+10.6%
1,329
+0.2%
0.00%
+50.0%
Q3 2021$385,000
+1.6%
1,326
+0.2%
0.00%0.0%
Q2 2021$379,000
+11.5%
1,3230.0%0.00%
-50.0%
Q1 2021$340,000
+1.5%
1,323
+0.1%
0.00%
-50.0%
Q4 2020$335,000
+11.7%
1,322
+0.2%
0.01%
-52.9%
Q3 2020$300,000
+12.8%
1,319
+0.2%
0.02%
-10.5%
Q2 2020$266,000
+32.3%
1,317
+2.6%
0.02%
+5.6%
Q1 2020$201,000
-9.0%
1,284
+6.0%
0.02%
-5.3%
Q4 2019$221,000
+10.0%
1,211
+0.2%
0.02%
+137.5%
Q3 2019$201,0001,2080.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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