HOHIMER WEALTH MANAGEMENT, LLC - 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
HOHIMER WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,064,849
+40.4%
29,616
+45.9%
2.30%
+45.3%
Q2 2023$5,742,365
+145.3%
20,294
+116.3%
1.59%
+133.9%
Q1 2023$2,340,613
+135.0%
9,383
+100.7%
0.68%
+113.2%
Q4 2022$996,086
-44.6%
4,674
-44.4%
0.32%
-44.9%
Q3 2022$1,797,000
-7.7%
8,401
-3.8%
0.58%
+0.3%
Q2 2022$1,946,000
-37.9%
8,729
-19.8%
0.58%
-7.0%
Q1 2022$3,132,000
-33.3%
10,890
-25.6%
0.62%
-37.5%
Q4 2021$4,698,000
+7.0%
14,640
-3.3%
0.99%
+7.4%
Q3 2021$4,392,000
+3.1%
15,137
+2.0%
0.92%
+5.7%
Q2 2021$4,258,000
+17.6%
14,845
+5.4%
0.87%
-1.2%
Q1 2021$3,621,000
+28.2%
14,087
+26.3%
0.88%
+17.8%
Q4 2020$2,825,000
+38.2%
11,150
+27.0%
0.75%
+28.5%
Q3 2020$2,044,000
+40.9%
8,782
+22.3%
0.58%
+16.4%
Q2 2020$1,451,000
+78.7%
7,182
+56.6%
0.50%
+46.1%
Q1 2020$812,000
+96.6%
4,585
+102.1%
0.34%
+138.2%
Q4 2019$413,0002,2690.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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