SP Asset Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
SP Asset Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$18,982,000
+1.3%
88,720
+5.6%
2.60%
+8.8%
Q2 2022$18,734,000
-10.9%
84,050
+14.9%
2.39%
+5.5%
Q1 2022$21,032,000
-0.4%
73,128
+1.6%
2.26%
+7.2%
Q4 2021$21,112,000
+28.6%
72,002
+35.8%
2.11%
+23.1%
Q3 2021$16,415,000
+6.5%
53,019
+2.1%
1.72%
+1.2%
Q2 2021$15,420,000
+12.1%
51,909
+1.6%
1.69%
-0.9%
Q1 2021$13,755,000
+20.8%
51,109
+19.0%
1.71%
+9.0%
Q4 2020$11,382,000
+16.1%
42,951
+5.2%
1.57%
+4.2%
Q3 2020$9,801,000
+116.9%
40,822
+82.6%
1.50%
+58.8%
Q2 2020$4,518,000
+29.2%
22,355
+0.2%
0.95%
-0.3%
Q1 2020$3,496,000
+7.3%
22,311
+24.7%
0.95%
+27.5%
Q4 2019$3,258,000
+9.4%
17,886
-0.2%
0.75%
-2.6%
Q3 2019$2,979,000
+2.2%
17,918
+0.4%
0.77%
+3.1%
Q2 2019$2,915,000
+45.0%
17,843
+38.9%
0.74%
+35.6%
Q1 2019$2,010,000
+36.3%
12,848
+17.0%
0.55%
+21.8%
Q4 2018$1,475,000
+322.6%
10,980
+405.3%
0.45%
+354.5%
Q3 2018$349,000
+7.7%
2,173
+0.1%
0.10%
+12.5%
Q2 2018$324,0002,1700.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders