TCI Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$472,556
-5.2%
1,735
-1.5%
0.06%
-6.2%
Q2 2023$498,394
+17.2%
1,761
+3.3%
0.06%
+16.4%
Q1 2023$425,385
+17.0%
1,7050.0%0.06%
+10.0%
Q4 2022$363,429
-0.4%
1,7050.0%0.05%
-15.3%
Q3 2022$365,000
-3.9%
1,7050.0%0.06%
+1.7%
Q2 2022$380,000
-24.0%
1,705
-2.0%
0.06%
-22.7%
Q1 2022$500,000
-20.8%
1,740
-11.5%
0.08%
-19.4%
Q4 2021$631,000
-47.5%
1,967
-52.6%
0.09%
-49.5%
Q3 2021$1,203,000
+144.5%
4,147
+141.5%
0.18%
+121.7%
Q2 2021$492,000
+25.2%
1,717
+12.4%
0.08%
-50.3%
Q1 2021$393,000
+1.6%
1,5270.0%0.17%
-3.5%
Q4 2020$387,000
+11.5%
1,527
+0.1%
0.17%
+26.3%
Q3 2020$347,000
+18.8%
1,526
+5.5%
0.14%
+9.6%
Q2 2020$292,000
+29.2%
1,446
+0.1%
0.12%
+12.6%
Q1 2020$226,000
-14.1%
1,4440.0%0.11%
+8.8%
Q4 2019$263,000
+48.6%
1,444
+35.3%
0.10%
+29.1%
Q3 2019$177,000
+1.7%
1,0670.0%0.08%
+1.3%
Q2 2019$174,000
+4.2%
1,0670.0%0.08%
+6.8%
Q1 2019$167,000
+5.0%
1,067
-9.8%
0.07%
-5.2%
Q4 2018$159,000
-7.6%
1,183
+10.9%
0.08%
+6.9%
Q3 2018$172,000
+7.5%
1,0670.0%0.07%
+1.4%
Q2 2018$160,000
+6.0%
1,0670.0%0.07%
+1.4%
Q1 2018$151,000
+694.7%
1,067
+678.8%
0.07%
+775.0%
Q4 2017$19,000
+5.6%
1370.0%0.01%
-11.1%
Q3 2017$18,000
-55.0%
137
-56.8%
0.01%
-55.0%
Q2 2017$40,000
+2.6%
3170.0%0.02%0.0%
Q1 2017$39,000
-64.5%
317
-68.0%
0.02%
-65.5%
Q4 2016$110,000
-0.9%
9910.0%0.06%
-3.3%
Q3 2016$111,000
+4.7%
9910.0%0.06%
+1.7%
Q2 2016$106,000
+194.4%
991
+194.1%
0.06%
+195.0%
Q1 2016$36,000
+63.6%
337
+59.7%
0.02%
+66.7%
Q4 2015$22,000
+4.8%
2110.0%0.01%
-7.7%
Q3 2015$21,000
-8.7%
2110.0%0.01%0.0%
Q2 2015$23,000
+4.5%
2110.0%0.01%
-7.1%
Q1 2015$22,000
-12.0%
211
-32.6%
0.01%
-48.1%
Q1 2013$25,000
+13.6%
3130.0%0.03%0.0%
Q4 2012$22,0003130.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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