Kathmere Capital Management, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

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Quarter-by-quarter ownership
Kathmere Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,650,797
-2.7%
24,424
+1.1%
0.98%
-7.3%
Q2 2023$6,834,509
+16.8%
24,154
+2.9%
1.06%
+10.6%
Q1 2023$5,853,265
-40.4%
23,466
-46.8%
0.96%
+14.3%
Q4 2022$9,817,732
+114.3%
44,147
+106.1%
0.84%
-8.0%
Q3 2022$4,582,000
-6.3%
21,418
-2.4%
0.91%
+1.2%
Q2 2022$4,892,000
-18.5%
21,947
+5.2%
0.90%
-11.7%
Q1 2022$6,001,000
+0.9%
20,866
+12.6%
1.02%
-1.2%
Q4 2021$5,947,000
+11.7%
18,532
+1.0%
1.03%
+6.9%
Q3 2021$5,323,000
+1.3%
18,346
+0.2%
0.97%
-4.5%
Q2 2021$5,253,000
+10.3%
18,316
-1.2%
1.01%
+7.3%
Q1 2021$4,763,000
+0.5%
18,532
-1.0%
0.94%
-7.6%
Q4 2020$4,741,000
+7.9%
18,715
-3.1%
1.02%
-6.7%
Q3 2020$4,395,000
+8.9%
19,309
-3.3%
1.09%
-7.5%
Q2 2020$4,037,000
-66.3%
19,974
-73.8%
1.18%
-72.8%
Q1 2020$11,965,000
+24.3%
76,364
+44.5%
4.34%
+26.5%
Q4 2019$9,629,000–52,859–3.43%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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