NWAM LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
NWAM LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$21,870,299
-36.8%
80,313
-34.3%
2.22%
-21.9%
Q2 2023$34,586,896
+82.8%
122,232
+61.2%
2.84%
+48.1%
Q1 2023$18,915,884
-9.9%
75,833
-23.0%
1.92%
+3.1%
Q4 2022$20,993,971
-0.8%
98,512
-0.4%
1.86%
-7.9%
Q3 2022$21,157,000
-3.5%
98,887
+1.5%
2.02%
-0.3%
Q2 2022$21,930,000
-12.0%
97,405
+12.4%
2.03%
+5.8%
Q1 2022$24,926,000
-10.1%
86,671
+0.3%
1.92%
-12.7%
Q4 2021$27,741,000
+14.8%
86,450
+3.8%
2.19%
+0.1%
Q3 2021$24,162,000
-3.7%
83,269
-4.8%
2.19%
-5.8%
Q2 2021$25,086,000
+14.4%
87,466
+2.5%
2.33%
+6.6%
Q1 2021$21,927,000
+0.7%
85,305
-0.7%
2.18%
-12.1%
Q4 2020$21,765,000
+9.9%
85,911
-1.3%
2.48%
-24.0%
Q3 2020$19,809,000
+6.6%
87,032
-5.4%
3.27%
+25.6%
Q2 2020$18,584,000
+27.1%
91,961
-1.4%
2.60%
+558.7%
Q1 2020$14,620,000
-11.5%
93,307
+2.9%
0.40%
-86.2%
Q4 2019$16,523,000
+10.9%
90,703
+1.2%
2.86%
+2.5%
Q3 2019$14,898,000
+2.4%
89,597
+0.6%
2.79%
-3.7%
Q2 2019$14,545,000
+13.8%
89,021
+8.9%
2.90%
+5.0%
Q1 2019$12,785,000
+26.5%
81,738
+8.7%
2.76%
+6.2%
Q4 2018$10,104,000
-19.4%
75,217
-3.4%
2.60%
-7.9%
Q3 2018$12,541,000
+9.4%
77,878
+1.8%
2.82%
+3.9%
Q2 2018$11,461,000
+3.0%
76,506
-2.4%
2.71%
-3.5%
Q1 2018$11,125,000
+3.4%
78,411
+2.5%
2.81%
+3.2%
Q4 2017$10,756,000
+4.7%
76,476
-1.2%
2.72%
+2.0%
Q3 2017$10,274,000
+1.4%
77,391
-2.9%
2.67%
+51.6%
Q2 2017$10,129,000
+7.7%
79,727
+3.1%
1.76%
-38.6%
Q1 2017$9,408,000
+14.1%
77,332
+4.5%
2.87%
+4.9%
Q4 2016$8,247,000
-1.6%
73,982
-0.8%
2.74%
+330.2%
Q3 2016$8,377,000
+6.0%
74,599
+1.1%
0.64%
-79.5%
Q2 2016$7,906,000
+2.3%
73,754
+1.6%
3.11%
+1.4%
Q1 2016$7,729,000
+16.8%
72,611
+16.8%
3.06%
+13.4%
Q4 2015$6,615,000
+4.7%
62,175
-1.3%
2.70%
-48.5%
Q3 2015$6,317,000
-7.3%
63,000
-1.6%
5.24%
+83.9%
Q2 2015$6,811,000
+44.5%
64,000
+42.1%
2.85%
+41.4%
Q1 2015$4,712,000
+6.3%
45,044
+6.1%
2.02%
+4.1%
Q4 2014$4,431,000
-2.8%
42,447
-7.2%
1.94%
+19.2%
Q3 2014$4,559,000
+0.6%
45,740
-0.1%
1.62%
+15.2%
Q2 2014$4,530,000
+2.0%
45,808
-3.6%
1.41%
-7.8%
Q1 2014$4,441,000
+9.1%
47,503
+8.6%
1.53%
-29.3%
Q4 2013$4,070,000
+10.7%
43,743
+0.6%
2.16%
+21.0%
Q3 2013$3,678,000
+15.5%
43,475
+6.7%
1.79%
+10.9%
Q2 2013$3,185,000
-0.8%
40,760
-1.6%
1.61%
+2.0%
Q1 2013$3,211,000
+73.2%
41,426
+59.0%
1.58%
+101.3%
Q4 2012$1,854,0000.0%26,047
+1.3%
0.78%
+0.6%
Q3 2012$1,854,0000.0%25,704
-5.7%
0.78%
-9.3%
Q2 2012$1,854,00027,2610.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders