Taylor Hoffman Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Taylor Hoffman Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,461,760
-4.1%
5,368
-0.4%
0.75%
-1.2%
Q2 2023$1,524,871
+9.9%
5,389
-3.1%
0.76%
+0.3%
Q1 2023$1,386,886
-17.8%
5,560
-29.8%
0.76%
-26.4%
Q4 2022$1,687,192
+14.7%
7,917
+15.2%
1.03%
+34.0%
Q3 2022$1,471,000
-4.9%
6,8740.0%0.77%
+1.6%
Q2 2022$1,547,000
-40.9%
6,874
-24.5%
0.76%
-27.6%
Q1 2022$2,618,000
-12.6%
9,102
-2.5%
1.05%
-7.9%
Q4 2021$2,994,000
+6.1%
9,331
-3.0%
1.14%
-5.9%
Q3 2021$2,822,000
+2.9%
9,623
+0.6%
1.21%
+2.5%
Q2 2021$2,743,000
+6.3%
9,564
-4.8%
1.18%0.0%
Q1 2021$2,581,000
-3.6%
10,041
-5.0%
1.18%
-13.5%
Q4 2020$2,677,000
+11.1%
10,567
-0.1%
1.37%
-3.6%
Q3 2020$2,409,000
-10.9%
10,582
-20.9%
1.42%
-16.5%
Q2 2020$2,705,000
+22.1%
13,384
-5.3%
1.70%
-20.3%
Q1 2020$2,216,000
-29.4%
14,140
-18.0%
2.13%
+5.1%
Q4 2019$3,141,000
+9.3%
17,243
-0.2%
2.03%
-0.7%
Q3 2019$2,873,000
+1.4%
17,278
-0.4%
2.04%
-10.4%
Q2 2019$2,834,000
+4.3%
17,342
-0.1%
2.28%
+13.3%
Q1 2019$2,716,000
+15.0%
17,364
-1.2%
2.01%
-4.8%
Q4 2018$2,361,000
-18.5%
17,575
-2.3%
2.11%
-7.6%
Q3 2018$2,897,000
+7.3%
17,992
-0.2%
2.29%
-2.1%
Q2 2018$2,701,000
+5.1%
18,028
-0.4%
2.34%
-0.6%
Q1 2018$2,569,000
+2.5%
18,105
+1.6%
2.35%
-2.0%
Q4 2017$2,507,00017,8252.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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