Geneos Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,200,432
+4.7%
19,097
+8.8%
0.27%
+3.1%
Q2 2023$4,965,690
+19.6%
17,549
+5.4%
0.26%
+3.2%
Q1 2023$4,153,465
+27.8%
16,651
+9.2%
0.25%
+27.9%
Q4 2022$3,249,452
+2.9%
15,248
+3.3%
0.20%
-9.2%
Q3 2022$3,158,000
-16.8%
14,762
-12.5%
0.22%
+15.4%
Q2 2022$3,797,000
-20.1%
16,873
+2.1%
0.19%
-7.8%
Q1 2022$4,751,000
+6.3%
16,521
+18.7%
0.20%
+20.0%
Q4 2021$4,468,000
+27.9%
13,924
+16.8%
0.17%
+26.9%
Q3 2021$3,494,000
+6.5%
11,917
+5.5%
0.13%
+4.7%
Q2 2021$3,282,000
-79.3%
11,297
-80.4%
0.13%
-71.1%
Q1 2021$15,857,000
+429.1%
57,770
-5.8%
0.44%
+269.2%
Q4 2020$2,997,000
-59.8%
61,308
+83.2%
0.12%
-68.9%
Q3 2020$7,454,000
+7.9%
33,473
-5.0%
0.39%
+0.5%
Q2 2020$6,909,000
+14.8%
35,238
-9.5%
0.38%
-5.0%
Q1 2020$6,019,000
-13.3%
38,923
+2.6%
0.40%
+9.2%
Q4 2019$6,942,000
+9.7%
37,920
-1.1%
0.37%
-2.1%
Q3 2019$6,329,000
-2.6%
38,337
-3.6%
0.38%
-6.2%
Q2 2019$6,496,000
+6.0%
39,762
+1.5%
0.40%
-0.2%
Q1 2019$6,130,000
-37.6%
39,191
-46.9%
0.40%
-44.4%
Q4 2018$9,820,000
+72.3%
73,807
+108.5%
0.73%
+91.1%
Q3 2018$5,701,000
+13.2%
35,402
+5.3%
0.38%
-3.1%
Q2 2018$5,035,000
+11.1%
33,615
+5.3%
0.39%
-1.0%
Q1 2018$4,531,000
+486.9%
31,936
+481.3%
0.40%
+473.9%
Q4 2017$772,000
+27.4%
5,494
+20.2%
0.07%
+15.0%
Q3 2017$606,000
+30.6%
4,570
+25.1%
0.06%
+25.0%
Q2 2017$464,000
+8.7%
3,654
+4.0%
0.05%
+9.1%
Q1 2017$427,000
+21.0%
3,514
+10.9%
0.04%
-6.4%
Q4 2016$353,000
+5.7%
3,169
+6.3%
0.05%
+4.4%
Q3 2016$334,000
+2.1%
2,981
-1.9%
0.04%
-4.3%
Q2 2016$327,000
+9.0%
3,040
+8.6%
0.05%
+2.2%
Q1 2016$300,0002,7990.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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