Kestra Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$96,398,557
+16.2%
354,003
+20.8%
0.95%
+14.2%
Q2 2023$82,942,650
+14.1%
293,125
+0.6%
0.83%
+5.3%
Q1 2023$72,707,977
-33.8%
291,485
-43.4%
0.79%
-19.3%
Q4 2022$109,840,730
-99.9%
515,418
-36.1%
0.98%
+5.7%
Q3 2022$86,344,258,000
+85420.7%
806,340
+78.0%
0.92%
-11.1%
Q2 2022$100,963,000
+18.2%
452,971
+52.5%
1.04%
+16.6%
Q1 2022$85,410,000
-11.0%
296,974
-0.7%
0.89%
-8.3%
Q4 2021$95,969,000
+7.5%
299,062
-2.8%
0.97%
+8.9%
Q3 2021$89,235,000
+3.7%
307,528
+2.5%
0.89%
-8.6%
Q2 2021$86,034,000
+15.3%
299,970
+3.3%
0.98%
+3.0%
Q1 2021$74,639,000
-17.4%
290,379
-18.7%
0.95%
-9.5%
Q4 2020$90,335,000
-99.8%
357,239
+50.4%
1.05%
+3.6%
Q3 2020$54,155,000,000237,5691.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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