Valeo Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,682,151
+113.0%
13,522
+121.4%
0.17%
+112.7%
Q2 2023$1,728,396
+19.7%
6,108
-66.0%
0.08%
+12.9%
Q1 2023$1,444,408
+9.8%
17,974
+191.1%
0.07%
-2.8%
Q4 2022$1,315,912
+59.3%
6,175
+59.8%
0.07%
+35.8%
Q3 2022$826,000
-28.1%
3,863
-25.0%
0.05%
-26.4%
Q2 2022$1,149,000
-37.7%
5,154
-72.6%
0.07%
-23.4%
Q1 2022$1,843,000
+43.0%
18,791
+367.7%
0.09%
+34.3%
Q4 2021$1,289,000
+11.5%
4,018
+0.8%
0.07%
+6.1%
Q3 2021$1,156,000
+46.7%
3,985
+45.0%
0.07%
+37.5%
Q2 2021$788,000
+21.2%
2,749
+8.8%
0.05%
+60.0%
Q1 2021$650,000
-8.1%
2,527
-9.4%
0.03%
-16.7%
Q4 2020$707,000
+37.5%
2,789
+23.5%
0.04%
-20.0%
Q3 2020$514,000
-13.5%
2,258
-92.8%
0.04%
-16.7%
Q2 2020$594,000
-11.7%
31,334
+678.7%
0.05%
-25.0%
Q1 2020$673,000
+38.8%
4,024
+51.1%
0.07%
+53.2%
Q4 2019$485,000
+141.3%
2,664
+120.3%
0.05%
+113.6%
Q3 2019$201,000
+18.2%
1,209
+16.0%
0.02%
+15.8%
Q2 2019$170,000
+4.3%
1,0420.0%0.02%
-5.0%
Q1 2019$163,000
+10.9%
1,042
-4.5%
0.02%
-4.8%
Q4 2018$147,000
+122.7%
1,091
+143.5%
0.02%
+133.3%
Q3 2018$66,000
+22.2%
448
+28.0%
0.01%
+12.5%
Q2 2018$54,000
+125.0%
350
+110.8%
0.01%
+100.0%
Q1 2018$24,000
+4.3%
1660.0%0.00%0.0%
Q4 2017$23,000
+4.5%
1660.0%0.00%
-20.0%
Q3 2017$22,0001660.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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