AJ WEALTH STRATEGIES, LLC - 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
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$1,980,572
+13.6%
6,999
+0.1%
0.10%
+5.5%
Q1 2023$1,743,958
+103583.6%
6,991
-11.4%
0.09%
+3.4%
Q4 2022$1,682
-99.9%
7,894
+1.1%
0.09%
-9.3%
Q3 2022$1,671,000
-3.9%
7,809
+0.1%
0.10%
+5.4%
Q2 2022$1,738,000
-22.4%
7,798
+0.1%
0.09%
-16.4%
Q1 2022$2,241,000
-10.4%
7,7910.0%0.11%
-7.6%
Q4 2021$2,500,000
+10.6%
7,7910.0%0.12%
-2.5%
Q3 2021$2,261,000
+1.1%
7,791
-0.1%
0.12%
-9.0%
Q2 2021$2,237,000
+12.4%
7,801
+0.8%
0.13%
-5.0%
Q1 2021$1,990,000
+1.5%
7,7410.0%0.14%
-17.5%
Q4 2020$1,961,000
+11.3%
7,7410.0%0.17%
-4.5%
Q3 2020$1,762,000
+12.8%
7,741
+0.1%
0.18%
+3.5%
Q2 2020$1,562,000
+303.6%
7,731
+213.1%
0.17%
+232.7%
Q1 2020$387,000
-12.0%
2,469
+2.3%
0.05%
+2.0%
Q4 2019$440,000
+9.7%
2,4130.0%0.05%
-3.8%
Q3 2019$401,000
+1.8%
2,4130.0%0.05%
-8.6%
Q2 2019$394,000
+4.5%
2,4130.0%0.06%
-6.5%
Q1 2019$377,000
+24.4%
2,413
+7.0%
0.06%
+6.9%
Q4 2018$303,000
-16.5%
2,2560.0%0.06%
-13.4%
Q3 2018$363,000
+7.4%
2,2560.0%0.07%
-4.3%
Q2 2018$338,000
+5.6%
2,2560.0%0.07%
-7.9%
Q1 2018$320,000
+0.9%
2,2560.0%0.08%
-3.8%
Q4 2017$317,000
+6.0%
2,2560.0%0.08%
-18.6%
Q3 2017$299,000
+4.2%
2,2560.0%0.10%
-11.0%
Q2 2017$287,000
-6.5%
2,256
-10.5%
0.11%
-18.7%
Q1 2017$307,000
+9.3%
2,5220.0%0.13%
-7.6%
Q4 2016$281,0002,5220.14%
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