Sullivan, Bruyette, Speros & Blaney, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
Sullivan, Bruyette, Speros & Blaney, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$4,281,000
-3.3%
16,654
-4.6%
0.19%
-8.7%
Q4 2020$4,425,000
+10.8%
17,465
-0.5%
0.21%
-6.8%
Q3 2020$3,994,000
+7.8%
17,546
-4.3%
0.22%
-1.3%
Q2 2020$3,706,000
+28.7%
18,341
-0.2%
0.22%
+11.4%
Q1 2020$2,880,000
-14.0%
18,380
-0.0%
0.20%
+8.6%
Q4 2019$3,349,000
+6.6%
18,384
-2.7%
0.19%
-1.1%
Q3 2019$3,141,000
+2.9%
18,892
+1.1%
0.19%
+2.2%
Q2 2019$3,052,000
-9.2%
18,679
-13.1%
0.18%
-10.2%
Q1 2019$3,363,000
+16.4%
21,5030.0%0.20%
+3.5%
Q4 2018$2,888,000
-32.0%
21,503
-18.4%
0.20%
-48.6%
Q3 2018$4,246,000
+7.2%
26,365
-0.3%
0.38%
+1.6%
Q2 2018$3,962,000
+2.6%
26,445
-2.8%
0.38%
+0.5%
Q1 2018$3,860,000
-1.4%
27,205
-2.2%
0.38%
+1.9%
Q4 2017$3,913,000
+5.6%
27,824
-0.3%
0.37%
+1.1%
Q3 2017$3,704,000
-34.9%
27,899
-37.7%
0.37%
-36.1%
Q2 2017$5,690,000
-28.3%
44,791
-31.3%
0.57%
-27.5%
Q1 2017$7,938,000
-16.4%
65,243
-23.4%
0.79%
-19.0%
Q4 2016$9,497,000
-1.9%
85,189
-1.2%
0.98%
+0.1%
Q3 2016$9,679,000
+3.2%
86,193
-1.5%
0.97%
-0.8%
Q2 2016$9,378,00087,4850.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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