AE Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$118,343,295
-31.5%
434,590
-28.8%
0.71%
-31.9%
Q2 2023$172,650,160
+37.9%
610,157
+21.5%
1.04%
+28.8%
Q1 2023$125,242,456
+44.7%
502,095
+23.6%
0.81%
+28.8%
Q4 2022$86,568,119
-28.4%
406,213
-28.1%
0.63%
-34.7%
Q3 2022$120,940,000
-0.4%
565,273
+3.7%
0.96%
-1.3%
Q2 2022$121,483,000
-37.3%
545,036
-19.1%
0.97%
-26.9%
Q1 2022$193,823,000
-25.4%
673,931
-16.7%
1.33%
-26.6%
Q4 2021$259,667,000
+13.8%
809,184
+2.9%
1.81%
-3.7%
Q3 2021$228,175,000
+42.6%
786,349
+41.0%
1.88%
+34.6%
Q2 2021$159,984,000
+33.3%
557,806
+19.5%
1.40%
+15.4%
Q1 2021$119,983,000
+0.6%
466,786
-0.9%
1.21%
-10.5%
Q4 2020$119,271,000
-8.1%
470,795
-17.4%
1.35%
-27.0%
Q3 2020$129,803,000
+27.6%
570,289
+13.3%
1.85%
+17.9%
Q2 2020$101,731,000
+109.6%
503,395
+62.5%
1.57%
+41.0%
Q1 2020$48,532,000
+53.2%
309,731
+78.1%
1.12%
+62.1%
Q4 2019$31,688,000
+45.7%
173,950
+33.0%
0.69%
+9.4%
Q3 2019$21,754,000
+27.4%
130,826
+25.2%
0.63%
+22.6%
Q2 2019$17,073,000
+34.0%
104,495
+28.2%
0.51%
-42.1%
Q1 2019$12,745,000
+60.5%
81,480
+37.9%
0.89%
-34.8%
Q4 2018$7,939,000
-19.0%
59,097
-3.0%
1.36%
+151.7%
Q3 2018$9,807,000
+22.7%
60,900
+14.1%
0.54%
-0.7%
Q2 2018$7,993,000
+55.1%
53,354
+46.9%
0.54%
+36.7%
Q1 2018$5,152,000
+52.7%
36,309
+51.3%
0.40%
+33.6%
Q4 2017$3,375,000
+13.7%
23,998
+7.3%
0.30%
+8.0%
Q3 2017$2,969,000
+28.6%
22,366
+23.1%
0.28%
+0.4%
Q2 2017$2,308,000
+102.1%
18,167
+93.5%
0.28%
+29.7%
Q1 2017$1,142,000
+44.2%
9,390
+32.1%
0.21%
-34.0%
Q4 2016$792,0007,1060.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Cable Hill Partners, LLC 363,655$38,966,00029.83%
Permanens Capital L.P. 244,786$25,607,00025.23%
INR ADVISORY SERVICES LLC 1,033,330$108,097,00019.01%
VISTA CAPITAL PARTNERS, INC. 534,436$55,907,00017.30%
Edelman Financial Services, LLC 10,260,112$1,073,310,00016.74%
IBBOTSON ASSOCIATES INC 184,456$19,296,00014.90%
Waverly Advisors, LLC 279,887$29,279,00014.81%
INSPIRION WEALTH ADVISORS, LLC 175,172$18,325,00014.75%
Financial Planning & Information Services, Inc. 189,900$19,865,00012.81%
Noven Financial Group, Inc. 167,726$17,546,00012.64%
View complete list of VANGUARD INDEX FDS shareholders