STEPHENS GROUP ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
STEPHENS GROUP ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$95,790,489
-21.3%
351,770
-18.3%
10.32%
-13.7%
Q2 2023$121,759,386
+18.9%
430,306
+4.8%
11.95%
+7.8%
Q1 2023$102,414,826
+17.3%
410,579
+0.2%
11.08%
+11.5%
Q4 2022$87,330,986
-1.8%
409,793
-1.4%
9.94%
-6.4%
Q3 2022$88,896,000
-3.5%
415,500
+3.3%
10.62%
-0.5%
Q2 2022$92,103,000
-12.8%
402,249
+9.6%
10.67%
+0.7%
Q1 2022$105,599,000
-9.4%
367,174
+1.1%
10.60%
-5.2%
Q4 2021$116,595,000
+7.2%
363,337
-3.0%
11.17%
-0.6%
Q3 2021$108,725,000
+1.7%
374,695
+0.5%
11.24%
+1.7%
Q2 2021$106,922,000
-6.8%
372,799
-16.5%
11.05%
-1.5%
Q1 2021$114,720,000
+54.8%
446,310
+52.6%
11.22%
+29.8%
Q4 2020$74,090,000
+11.8%
292,453
+0.4%
8.64%
-5.1%
Q3 2020$66,286,000
+16.6%
291,227
+8.9%
9.10%
+5.6%
Q2 2020$56,855,000
+54.8%
267,526
+14.1%
8.62%
+15.3%
Q1 2020$36,727,000
-38.5%
234,393
-28.5%
7.48%
-8.9%
Q4 2019$59,687,000
+863.2%
327,647
+610.2%
8.21%
+584.7%
Q4 2018$6,197,00046,1331.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders