Segment 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
Segment Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,059,909
-4.0%
25,926
-0.3%
0.72%
-5.2%
Q2 2023$7,357,243
+13.4%
26,0010.0%0.76%
+3.1%
Q1 2023$6,485,689
+17.0%
26,0010.0%0.73%
+14.5%
Q4 2022$5,541,073
-0.4%
26,0010.0%0.64%
-7.8%
Q3 2022$5,563,000
-4.0%
26,001
-0.0%
0.70%
-5.6%
Q2 2022$5,796,000
-22.6%
26,006
-0.1%
0.74%
-4.5%
Q1 2022$7,485,000
-10.4%
26,0260.0%0.77%
-12.0%
Q4 2021$8,352,000
+10.6%
26,0260.0%0.88%
-2.2%
Q3 2021$7,552,000
-5.5%
26,026
-6.6%
0.90%
-5.6%
Q2 2021$7,995,000
+11.6%
27,8740.0%0.95%
-0.1%
Q1 2021$7,165,000
+2.6%
27,874
+1.1%
0.95%
-5.8%
Q4 2020$6,983,000
+13.7%
27,563
+2.2%
1.01%
+1.1%
Q3 2020$6,140,000
+16.7%
26,976
+3.7%
1.00%
+2.5%
Q2 2020$5,260,000
+29.0%
26,0260.0%0.97%
+7.0%
Q1 2020$4,078,000
-14.0%
26,0260.0%0.91%
+13.5%
Q4 2019$4,741,000
+9.5%
26,0260.0%0.80%
-5.4%
Q3 2019$4,328,000
+1.8%
26,0260.0%0.85%
-2.1%
Q2 2019$4,253,000
+4.5%
26,0260.0%0.86%
+0.3%
Q1 2019$4,071,000
+16.4%
26,0260.0%0.86%
-2.3%
Q4 2018$3,496,000
-16.6%
26,0260.0%0.88%
-3.4%
Q3 2018$4,191,000
+7.5%
26,0260.0%0.91%
-0.8%
Q2 2018$3,899,000
+5.6%
26,0260.0%0.92%
+0.2%
Q1 2018$3,693,000
+0.9%
26,0260.0%0.92%
+3.7%
Q4 2017$3,660,000
+5.9%
26,0260.0%0.88%
-3.5%
Q3 2017$3,455,000
+2.9%
26,026
-1.5%
0.92%
-0.9%
Q2 2017$3,357,000
+23.7%
26,421
+18.4%
0.92%
+4.6%
Q1 2017$2,714,000
+9.1%
22,3060.0%0.88%
-3.1%
Q4 2016$2,487,000
-0.7%
22,3060.0%0.91%
-7.5%
Q3 2016$2,505,000
+4.8%
22,3060.0%0.99%
-0.1%
Q2 2016$2,391,000
+0.7%
22,3060.0%0.99%
+11.4%
Q1 2016$2,374,000
+0.0%
22,3060.0%0.89%
-1.6%
Q4 2015$2,373,000
+6.1%
22,3060.0%0.90%
+5.3%
Q3 2015$2,237,000
-6.3%
22,3060.0%0.86%
+3.1%
Q2 2015$2,388,000
+2.4%
22,3060.0%0.83%
+6.4%
Q1 2015$2,333,000
+190.2%
22,306
+189.5%
0.78%
+152.9%
Q4 2014$804,000
+4.7%
7,7060.0%0.31%
+5.1%
Q3 2014$768,000
+0.8%
7,7060.0%0.29%
-0.7%
Q2 2014$762,000
+5.8%
7,7060.0%0.30%
-11.9%
Q1 2014$720,000
+0.4%
7,7060.0%0.34%
-5.4%
Q4 2013$717,000
+10.0%
7,7060.0%0.35%
-0.3%
Q3 2013$652,000
+8.3%
7,7060.0%0.36%
-1.4%
Q2 2013$602,0007,7060.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders