Altium Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$9,260,000
+10.7%
41,545
+42.9%
0.67%
+23.7%
Q1 2022$8,362,000
-8.6%
29,077
+2.0%
0.54%
-8.6%
Q4 2021$9,150,000
+5.7%
28,513
-4.4%
0.59%
-4.5%
Q3 2021$8,653,000
+1.5%
29,822
+0.3%
0.62%
-1.1%
Q2 2021$8,529,000
+9.9%
29,737
-1.5%
0.62%
+0.5%
Q1 2021$7,759,000
+1.6%
30,187
+0.1%
0.62%
-7.9%
Q4 2020$7,637,000
+10.9%
30,145
-0.3%
0.68%
-5.7%
Q3 2020$6,885,000
+12.0%
30,249
-0.5%
0.72%
+3.6%
Q2 2020$6,146,000
+103.9%
30,411
+58.1%
0.69%
+67.3%
Q1 2020$3,014,000
+30.5%
19,234
+51.7%
0.41%
+49.6%
Q4 2019$2,310,000
+7.8%
12,679
-1.6%
0.28%
-4.5%
Q3 2019$2,142,000
+0.9%
12,882
-0.8%
0.29%
-6.2%
Q2 2019$2,123,000
+4.1%
12,992
-0.3%
0.31%
-5.2%
Q1 2019$2,039,000
+11.4%
13,035
-4.3%
0.32%
-7.1%
Q4 2018$1,830,000
-36.2%
13,621
-23.5%
0.35%
-36.4%
Q3 2018$2,867,000
-12.6%
17,805
-18.7%
0.55%
-37.2%
Q2 2018$3,282,000
+4.9%
21,907
-0.7%
0.88%
-28.8%
Q1 2018$3,129,000
+2.2%
22,060
+1.3%
1.23%
-12.1%
Q4 2017$3,063,00021,7721.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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