IHT Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$9,976,464
+9.5%
26,674
+0.8%
0.37%
+1.9%
Q1 2024$9,112,549
+14.0%
26,475
+2.9%
0.36%
+2.5%
Q4 2023$7,994,919
+14.8%
25,717
+0.6%
0.36%
+0.8%
Q3 2023$6,964,265
-4.4%
25,575
-0.6%
0.35%
-6.9%
Q2 2023$7,283,231
+14.1%
25,739
+0.5%
0.38%
+3.8%
Q1 2023$6,385,301
+13.6%
25,599
-3.0%
0.36%
+3.4%
Q4 2022$5,622,035
+0.2%
26,381
+0.6%
0.35%
-17.1%
Q3 2022$5,609,000
+14.5%
26,217
+19.3%
0.43%
-1.4%
Q2 2022$4,899,000
-27.4%
21,980
-6.3%
0.43%
-15.6%
Q1 2022$6,748,000
-11.5%
23,464
-1.2%
0.51%
-8.9%
Q4 2021$7,625,000
+2.6%
23,761
-7.2%
0.56%
-7.1%
Q3 2021$7,430,000
-0.3%
25,607
-1.4%
0.60%
+28.2%
Q2 2021$7,450,000
+13.9%
25,976
+2.0%
0.47%
+0.2%
Q1 2021$6,543,000
+3.4%
25,456
+1.9%
0.47%
-10.5%
Q4 2020$6,330,000
+11.1%
24,988
-0.2%
0.53%
-8.0%
Q3 2020$5,699,000
+16.0%
25,038
+3.0%
0.57%
-15.0%
Q2 2020$4,912,000
+32.4%
24,305
+2.7%
0.67%
+26.0%
Q1 2020$3,709,000
-10.3%
23,670
+4.3%
0.53%
+9.0%
Q4 2019$4,135,000
-3.5%
22,700
-11.9%
0.49%
-15.8%
Q3 2019$4,283,000
+13.5%
25,757
+11.5%
0.58%
+6.2%
Q2 2019$3,774,000
+19.2%
23,097
+14.1%
0.55%
+3.8%
Q1 2019$3,167,000
+17.6%
20,249
+1.0%
0.53%
+1.9%
Q4 2018$2,693,000
+23.7%
20,051
+48.3%
0.52%
+10.0%
Q3 2018$2,177,000
+4.8%
13,517
-2.5%
0.47%
-11.3%
Q2 2018$2,077,000
+16.8%
13,867
+7.9%
0.53%
+11.3%
Q1 2018$1,778,000
-2.1%
12,849
+3.0%
0.48%
-0.8%
Q4 2017$1,817,000
+20.4%
12,477
+11.1%
0.48%
-25.1%
Q3 2017$1,509,000
+75350.0%
11,230
+3.8%
0.64%
+64100.0%
Q2 2017$2,000
-99.7%
10,815
+64.2%
0.00%
-99.8%
Q1 2017$797,000
+12.9%
6,585
+4.7%
0.53%
-0.6%
Q4 2016$706,0006,2920.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Trust Co of Tennessee 256,175$95,811,39634.28%
Rezny Wealth Management, Inc. 318,706$119,199,23131.88%
GOLDEN ROAD ADVISORS LLC 97,307$37,787,38731.16%
Fee-Only Financial Planning, L.C. 118,864$44,456,13829.93%
Safeguard Financial, LLC 283,568$106,057,13329.49%
Balentine LLC 1,720,031$643,308,76929.24%
Dougherty Wealth Advisers LLC 88,938$33,263,70129.07%
STEVENS CAPITAL PARTNERS 143,528$53,680,78127.70%
Blackston Financial Advisory Group, LLC 155,977$46,287,14325.90%
Mill Creek Capital Advisors, LLC 2,663,497$996,174,63425.36%
View complete list of VANGUARD INDEX FDS shareholders