CARY STREET PARTNERS INVESTMENT ADVISORY LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

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Quarter-by-quarter ownership
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,147,846
+27.1%
116,972
+60.9%
1.41%
+6.4%
Q2 2023$20,567,591
+72.1%
72,687
+51.8%
1.32%
+53.9%
Q1 2023$11,947,885
+24.9%
47,899
+6.7%
0.86%
+22.0%
Q4 2022$9,568,508
+5.1%
44,899
+5.5%
0.70%
-6.1%
Q3 2022$9,107,000
+20.3%
42,565
+25.3%
0.75%
+16.8%
Q2 2022$7,573,000
-10.6%
33,976
+15.4%
0.64%
-72.4%
Q1 2022$8,469,000
-2.4%
29,447
+9.0%
2.33%
-3.2%
Q4 2021$8,673,000
+21.8%
27,027
+10.1%
2.40%
+3.0%
Q3 2021$7,121,000
-0.1%
24,541
-1.3%
2.33%
+1.2%
Q2 2021$7,130,000
+20.7%
24,858
+8.2%
2.30%
-5.2%
Q1 2021$5,906,000
+24.3%
22,976
+22.5%
2.43%
+165.7%
Q4 2020$4,753,000
-28.0%
18,760
-35.3%
0.92%
-34.5%
Q3 2020$6,601,000
+58.0%
29,002
+40.3%
1.40%
-76.4%
Q2 2020$4,178,000
+59.0%
20,674
+23.3%
5.92%
-3.3%
Q1 2020$2,627,000
-33.4%
16,770
-22.5%
6.13%
+41.8%
Q4 2019$3,944,000
-70.7%
21,648
+115.7%
4.32%
-67.0%
Q4 2018$13,480,000–10,035–13.11%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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