Summit Financial Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$763,831
-7.7%
2,805
-4.1%
0.14%
-5.8%
Q2 2023$827,660
+18.6%
2,925
+4.5%
0.15%
+12.4%
Q1 2023$697,935
+17.0%
2,7980.0%0.14%
+7.0%
Q4 2022$596,283
+2.5%
2,798
+2.9%
0.13%
-7.2%
Q3 2022$582,000
-4.9%
2,718
-0.9%
0.14%
-3.5%
Q2 2022$612,000
-23.5%
2,744
-1.4%
0.14%
-11.2%
Q1 2022$800,000
-24.2%
2,782
-15.4%
0.16%
-21.1%
Q4 2021$1,055,000
+97.2%
3,287
+78.2%
0.20%
+100.0%
Q3 2021$535,000
+1.1%
1,8450.0%0.10%
-2.9%
Q2 2021$529,000
-18.9%
1,845
-28.3%
0.10%
-53.1%
Q4 2020$652,000
+11.5%
2,5720.0%0.22%
-5.9%
Q3 2020$585,000
+6.4%
2,572
-5.5%
0.24%
-2.9%
Q2 2020$550,000
+106.8%
2,721
+60.3%
0.24%
+70.1%
Q1 2020$266,000
-14.7%
1,697
-0.9%
0.14%
-5.9%
Q4 2019$312,000
+14.3%
1,712
+4.4%
0.15%
+16.8%
Q3 2019$273,000
+1.9%
1,6400.0%0.13%
+0.8%
Q2 2019$268,000
+4.3%
1,6400.0%0.13%0.0%
Q1 2019$257,000
+16.8%
1,6400.0%0.13%
+5.7%
Q4 2018$220,000
-24.9%
1,640
-9.7%
0.12%
-8.2%
Q3 2018$293,000
-1.0%
1,817
-8.2%
0.13%
-6.9%
Q2 2018$296,000
+5.3%
1,9790.0%0.14%
-1.4%
Q1 2018$281,000
+1.1%
1,9790.0%0.15%
+0.7%
Q4 2017$278,000
-7.9%
1,979
-13.0%
0.14%
-16.7%
Q3 2017$302,000
+4.5%
2,2750.0%0.17%0.0%
Q2 2017$289,000
+13.8%
2,2750.0%0.17%0.0%
Q4 2016$254,000
-0.4%
2,2750.0%0.17%
-2.8%
Q3 2016$255,000
+4.5%
2,2750.0%0.18%
-1.1%
Q2 2016$244,000
+0.8%
2,2750.0%0.18%
+2.3%
Q1 2016$242,0000.0%2,2750.0%0.18%
-5.9%
Q4 2015$242,000
+6.1%
2,2750.0%0.19%
-0.5%
Q3 2015$228,000
+5.6%
2,275
+12.8%
0.19%
+12.5%
Q2 2015$216,000
+2.4%
2,0170.0%0.17%
-1.2%
Q1 2015$211,0000.0%2,0170.0%0.17%
-0.6%
Q4 2014$211,0002,0170.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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