Evanson Asset Management, 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
Evanson Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,474,998
-3.9%
5,417
-0.1%
0.14%
-2.9%
Q2 2023$1,534,889
-0.5%
5,424
-12.3%
0.14%
-8.5%
Q1 2023$1,542,050
+17.1%
6,182
+0.0%
0.15%
+7.7%
Q4 2022$1,317,071
-1.9%
6,180
-1.5%
0.14%
-10.1%
Q3 2022$1,342,000
-23.5%
6,271
-20.3%
0.16%
-18.1%
Q2 2022$1,755,000
-23.6%
7,872
-1.5%
0.19%
-13.5%
Q1 2022$2,298,000
-9.7%
7,991
+0.8%
0.22%
-1.3%
Q4 2021$2,545,000
+11.5%
7,930
-0.2%
0.23%
-3.4%
Q3 2021$2,282,000
+0.2%
7,944
+0.0%
0.23%
-1.3%
Q2 2021$2,278,000
+11.6%
7,942
+0.0%
0.24%
-21.3%
Q1 2021$2,041,000
+1.5%
7,939
+0.0%
0.30%
-5.9%
Q4 2020$2,011,000
+5.7%
7,937
-5.1%
0.32%
-7.0%
Q3 2020$1,903,000
+8.8%
8,361
-3.4%
0.34%
-0.9%
Q2 2020$1,749,000
+33.7%
8,654
+3.6%
0.35%
+11.2%
Q1 2020$1,308,000
-22.8%
8,350
-10.2%
0.31%
-6.3%
Q4 2019$1,694,000
+9.6%
9,296
+0.1%
0.33%
+5.0%
Q3 2019$1,545,000
+0.6%
9,290
-1.2%
0.32%
+2.3%
Q2 2019$1,536,000
+4.5%
9,402
+0.1%
0.31%
+2.3%
Q1 2019$1,470,000
+17.1%
9,395
+0.5%
0.30%
+5.6%
Q4 2018$1,255,000
-16.4%
9,345
+0.2%
0.29%
-5.9%
Q3 2018$1,502,000
-7.3%
9,330
-13.7%
0.30%
-5.0%
Q2 2018$1,620,000
-29.8%
10,814
-33.5%
0.32%
-32.4%
Q1 2018$2,308,000
+0.9%
16,267
+0.0%
0.48%
+2.4%
Q4 2017$2,287,000
+6.0%
16,261
+0.0%
0.46%
+0.7%
Q3 2017$2,158,000
+3.8%
16,254
-0.7%
0.46%
-3.8%
Q2 2017$2,079,000
-11.9%
16,362
-15.6%
0.48%
-17.7%
Q1 2017$2,359,000
+9.9%
19,389
+0.7%
0.58%
-2.5%
Q4 2016$2,147,000
-0.6%
19,263
+0.1%
0.60%
-2.9%
Q3 2016$2,161,000
+4.7%
19,2490.0%0.62%
-1.4%
Q2 2016$2,064,000
+0.8%
19,249
+0.1%
0.62%
-11.0%
Q1 2016$2,047,000
+50.2%
19,230
+50.1%
0.70%
+41.0%
Q4 2015$1,363,000
+6.2%
12,815
+0.1%
0.50%
+3.1%
Q3 2015$1,284,000
-6.3%
12,804
+0.1%
0.48%
+0.8%
Q2 2015$1,370,000
+6.4%
12,794
+4.0%
0.48%
+3.9%
Q1 2015$1,287,000
+0.8%
12,305
+0.6%
0.46%
-2.3%
Q4 2014$1,277,000
+4.2%
12,230
-0.6%
0.47%
-5.6%
Q3 2014$1,226,000
+35.3%
12,304
+34.4%
0.50%
+42.2%
Q2 2014$906,000
+5.5%
9,156
-0.4%
0.35%
-6.9%
Q1 2014$859,000
+1.8%
9,192
+1.3%
0.38%
+0.3%
Q4 2013$844,0009,0710.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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