Kelman-Lazarov, Inc. - 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
Kelman-Lazarov, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,071,929
-5.1%
11,281
-1.4%
0.73%
-6.7%
Q2 2023$3,237,062
+19.2%
11,440
+5.1%
0.78%
+10.4%
Q1 2023$2,715,154
+25.8%
10,885
+7.5%
0.70%
+16.1%
Q4 2022$2,158,591
+32.2%
10,129
+32.7%
0.61%
+9.2%
Q3 2022$1,633,000
+8.0%
7,633
+12.5%
0.56%
+8.8%
Q2 2022$1,512,000
-3.9%
6,784
+24.0%
0.51%
-2.3%
Q1 2022$1,573,000
-10.4%
5,4690.0%0.52%
-7.4%
Q4 2021$1,755,000
+10.6%
5,4690.0%0.56%
+1.6%
Q3 2021$1,587,000
+0.9%
5,469
-0.3%
0.56%
+1.3%
Q2 2021$1,573,000
+6.1%
5,483
-4.9%
0.55%
+4.0%
Q1 2021$1,482,000
+1.4%
5,7660.0%0.53%
-5.9%
Q4 2020$1,461,000
+13.9%
5,766
+2.3%
0.56%
-3.8%
Q3 2020$1,283,000
-1.2%
5,639
-12.2%
0.58%
-3.2%
Q2 2020$1,299,000
+17.7%
6,426
-8.8%
0.60%
+1.7%
Q1 2020$1,104,000
-12.6%
7,046
+1.6%
0.59%
+4.2%
Q4 2019$1,263,000
+8.8%
6,932
-0.7%
0.57%
-0.7%
Q3 2019$1,161,000
+1.8%
6,9820.0%0.57%
-2.2%
Q2 2019$1,141,000
+4.2%
6,982
-0.2%
0.58%
+1.4%
Q1 2019$1,095,000
+18.4%
6,998
+1.6%
0.58%
+0.2%
Q4 2018$925,000
-18.9%
6,889
-2.6%
0.58%
-13.6%
Q3 2018$1,140,000
+4.4%
7,076
-2.9%
0.67%
+13.8%
Q2 2018$1,092,000
-2.6%
7,291
-7.7%
0.59%
-2.8%
Q1 2018$1,121,000
+0.3%
7,901
-0.6%
0.60%
+5.6%
Q4 2017$1,118,000
+14.1%
7,946
+7.7%
0.57%
+10.4%
Q3 2017$980,000
+0.2%
7,379
-4.2%
0.52%
-3.5%
Q2 2017$978,000
-2.6%
7,702
-6.7%
0.54%
-17.2%
Q1 2017$1,004,000
-99.9%
8,2520.0%0.65%
+24.7%
Q4 2016$919,932,000
-0.1%
8,2520.0%0.52%
-0.6%
Q3 2016$920,510,000
+3.6%
8,2520.0%0.52%
+3.0%
Q2 2016$888,245,000
+99479.0%
8,252
-0.7%
0.51%
-2.9%
Q1 2016$892,0008,3120.52%
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