Intersect Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Intersect Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$4,745,000
-31.5%
21,289
-11.7%
1.44%
+7.9%
Q1 2022$6,930,000
-11.0%
24,097
-0.7%
1.33%
-7.4%
Q4 2021$7,787,000
+10.6%
24,267
+0.0%
1.44%
+19.3%
Q3 2021$7,041,000
-0.3%
24,266
-1.4%
1.20%
-3.5%
Q2 2021$7,060,000
+13.4%
24,617
+1.6%
1.25%
-1.0%
Q1 2021$6,228,000
+4.8%
24,230
+3.3%
1.26%
-3.7%
Q4 2020$5,940,000
+24.0%
23,447
+11.4%
1.31%
+1.4%
Q3 2020$4,792,000
+12.6%
21,052
-0.0%
1.29%
-6.0%
Q2 2020$4,256,000
+29.0%
21,060
+0.0%
1.37%
+4.6%
Q1 2020$3,300,000
-16.1%
21,058
-2.5%
1.31%
-0.3%
Q4 2019$3,935,000
+10.8%
21,600
+1.2%
1.32%
-0.8%
Q3 2019$3,550,000
+1.7%
21,349
-0.1%
1.33%
-1.7%
Q2 2019$3,490,000
+4.4%
21,360
-0.1%
1.35%
-4.3%
Q1 2019$3,344,000
+44.8%
21,378
+24.4%
1.41%
+27.3%
Q4 2018$2,309,000
-17.5%
17,186
-1.1%
1.11%
-9.4%
Q3 2018$2,799,000
+7.8%
17,381
+0.3%
1.22%
-2.2%
Q2 2018$2,596,000
+5.4%
17,329
-0.2%
1.25%
-4.0%
Q1 2018$2,463,000
+0.9%
17,358
+0.1%
1.30%
-1.1%
Q4 2017$2,440,000
+7.7%
17,348
+1.7%
1.32%
+2.4%
Q3 2017$2,265,000
+4.5%
17,065
+0.0%
1.28%
-1.2%
Q2 2017$2,168,000
+18.7%
17,063
+13.7%
1.30%
-18.2%
Q1 2017$1,826,000
-4.7%
15,012
-12.7%
1.59%
+10.9%
Q4 2016$1,916,000
-0.7%
17,191
+0.0%
1.43%
-5.9%
Q3 2016$1,930,000
-46.2%
17,189
-48.7%
1.52%
-29.5%
Q2 2016$3,589,000
-5.1%
33,477
-5.8%
2.16%
-9.1%
Q1 2016$3,782,000
+90.8%
35,527
+90.7%
2.38%
+39.7%
Q4 2015$1,982,000
+6.4%
18,632
+0.4%
1.70%
-0.5%
Q3 2015$1,862,000
-3.1%
18,564
+3.4%
1.71%
+4.9%
Q2 2015$1,922,000
-0.3%
17,950
+0.2%
1.63%
+9.9%
Q1 2015$1,928,000
+3.0%
17,9220.0%1.48%
-5.4%
Q4 2014$1,871,00017,9221.57%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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