Anchor Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$743,588
+22.8%
2,392
+7.6%
0.08%
+7.6%
Q3 2023$605,561
+31.2%
2,224
+36.3%
0.08%
+33.9%
Q2 2023$461,712
+36.4%
1,632
+20.3%
0.06%
+28.3%
Q1 2023$338,403
-3.9%
1,357
-17.9%
0.05%
-8.0%
Q4 2022$351,965
+14.7%
1,652
+15.2%
0.05%
+4.2%
Q3 2022$306,903
-1.9%
1,434
+2.2%
0.05%
+6.7%
Q2 2022$312,796
-25.2%
1,403
-3.5%
0.04%
-15.1%
Q1 2022$418,256
-10.2%
1,454
+0.2%
0.05%
-8.6%
Q4 2021$465,711
+8.9%
1,451
-1.6%
0.06%
-3.3%
Q3 2021$427,775
+2.8%
1,474
+1.6%
0.06%
+3.4%
Q2 2021$416,216
+14.6%
1,451
+2.7%
0.06%
+5.5%
Q1 2021$363,237
-0.4%
1,413
-1.9%
0.06%
-16.7%
Q4 2020$364,838
+14.7%
1,440
+3.1%
0.07%
+1.5%
Q3 2020$317,981
+12.2%
1,397
-0.4%
0.06%
+3.2%
Q2 2020$283,330
+29.9%
1,402
+0.7%
0.06%
+12.5%
Q1 2020$218,112
-16.4%
1,392
-2.9%
0.06%0.0%
Q4 2019$261,050
+8.1%
1,433
-1.3%
0.06%0.0%
Q3 2019$241,439
-9.7%
1,452
-11.3%
0.06%
-12.5%
Q2 2019$267,469
+4.5%
1,6370.0%0.06%0.0%
Q1 2019$256,060
+15.0%
1,637
-1.2%
0.06%
+1.6%
Q4 2018$222,585
-16.6%
1,6570.0%0.06%
+3.3%
Q3 2018$266,843
+7.5%
1,6570.0%0.06%0.0%
Q2 2018$248,235
+5.6%
1,6570.0%0.06%
-1.6%
Q1 2018$235,095
-0.6%
1,657
-1.5%
0.06%
-1.6%
Q4 2017$236,573
+8.2%
1,682
+2.1%
0.06%
-1.6%
Q3 2017$218,639
+3.6%
1,647
-0.9%
0.06%
-8.6%
Q2 2017$211,140
-1.8%
1,662
-5.9%
0.07%
-5.4%
Q1 2017$214,973
+38.7%
1,767
+27.1%
0.07%
+27.6%
Q4 2016$154,957
-0.7%
1,3900.0%0.06%
-4.9%
Q3 2016$156,083
+4.4%
1,390
-0.4%
0.06%
+3.4%
Q2 2016$149,544
-2.8%
1,395
-3.5%
0.06%
-6.3%
Q1 2016$153,8201,4450.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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