Allred Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.

Quarter-by-quarter ownership
Allred Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$422,882
-6.3%
1,553
-2.9%
0.21%
-4.5%
Q2 2023$451,348
+12.5%
1,599
-0.9%
0.22%
+3.8%
Q1 2023$401,362
+19.1%
1,614
+2.1%
0.21%
+15.1%
Q4 2022$337,075
-6.4%
1,581
-5.9%
0.18%
-17.4%
Q3 2022$360,000
-4.0%
1,681
+0.1%
0.22%
-5.1%
Q2 2022$375,000
-22.4%
1,679
+0.1%
0.24%
-7.5%
Q1 2022$483,000
-26.0%
1,678
-17.5%
0.26%
-19.3%
Q4 2021$653,000
+0.9%
2,034
-8.7%
0.32%
-6.8%
Q3 2021$647,000
-9.9%
2,228
-11.1%
0.34%
-4.5%
Q2 2021$718,000
-99.9%
2,506
+0.1%
0.36%
+22.0%
Q1 2021$642,701,000
+101432.5%
2,504
+0.0%
0.29%
-15.9%
Q4 2020$633,000
+11.1%
2,503
-0.2%
0.35%
+0.3%
Q3 2020$570,000
+12.9%
2,509
+0.1%
0.34%
+7.8%
Q2 2020$505,000
+28.5%
2,507
+0.1%
0.32%
+4.9%
Q1 2020$393,000
-99.9%
2,505
+0.1%
0.30%
+22.5%
Q4 2019$455,688,000
+94637.6%
2,502
-14.3%
0.25%
-14.7%
Q3 2019$481,000
-0.4%
2,919
+0.1%
0.29%
+6.2%
Q2 2019$483,000
+4.5%
2,917
+0.1%
0.28%
+4.6%
Q1 2019$462,000
+20.6%
2,914
+1.9%
0.26%
+2.7%
Q4 2018$383,0002,8610.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders