CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,445,189
-20.6%
16,324
-17.5%
0.12%
-21.0%
Q2 2023$5,597,232
-10.1%
19,781
-20.8%
0.16%
-14.7%
Q1 2023$6,228,018
-23.2%
24,968
-34.4%
0.18%
-39.1%
Q4 2022$8,106,065
+143.0%
38,037
+154.1%
0.30%
+117.3%
Q2 2022$3,336,000
+6.5%
14,968
+37.5%
0.14%
+24.1%
Q1 2022$3,132,000
-37.7%
10,889
-30.5%
0.11%
-38.8%
Q4 2021$5,026,000
+12.0%
15,661
+1.3%
0.18%
+4.0%
Q3 2021$4,487,000
+1.3%
15,464
+0.2%
0.18%
-3.3%
Q2 2021$4,428,000
+6.6%
15,440
-4.4%
0.18%
-7.1%
Q1 2021$4,153,000
+1.2%
16,156
-0.3%
0.20%
-2.5%
Q4 2020$4,105,000
-14.0%
16,202
-22.7%
0.20%
-25.3%
Q3 2020$4,773,000
+11.3%
20,971
-1.1%
0.27%
+3.1%
Q2 2020$4,287,000
+13.0%
21,212
+1.8%
0.26%
-13.3%
Q4 2019$3,794,000
+10.6%
20,829
+1.0%
0.30%
+0.7%
Q3 2019$3,429,000
+3.6%
20,619
+1.8%
0.30%
-9.9%
Q2 2019$3,310,000
+5.2%
20,258
+0.7%
0.33%
-3.5%
Q1 2019$3,147,000
+18.5%
20,119
+1.8%
0.34%
+30.3%
Q4 2018$2,655,000
-16.6%
19,7630.0%0.26%
-11.1%
Q3 2018$3,183,000
+7.4%
19,763
-0.1%
0.30%
+2.4%
Q2 2018$2,963,000
-0.0%
19,781
-5.3%
0.29%
-2.0%
Q1 2018$2,964,000
+2.0%
20,891
+1.1%
0.30%
-1.0%
Q4 2017$2,906,000
+3.1%
20,661
-2.7%
0.30%
+0.3%
Q3 2017$2,819,000
+4.6%
21,233
+0.0%
0.30%
-1.0%
Q2 2017$2,696,000
+2.1%
21,225
-2.2%
0.30%
+1.7%
Q1 2017$2,641,000
+10.1%
21,709
+0.9%
0.30%
+8.0%
Q4 2016$2,399,000
-3.4%
21,524
-2.7%
0.27%
-9.6%
Q3 2016$2,484,000
+1.6%
22,124
-3.1%
0.30%
-14.4%
Q2 2016$2,446,000
+7.2%
22,821
+6.5%
0.35%
-1.1%
Q1 2016$2,281,000
-0.3%
21,426
-0.4%
0.36%
-7.0%
Q4 2015$2,289,000
+8.9%
21,518
+2.7%
0.38%
-2.5%
Q3 2015$2,101,000
-13.9%
20,951
-8.1%
0.40%
-18.9%
Q2 2015$2,439,000
-0.5%
22,787
-2.7%
0.49%
-10.6%
Q1 2015$2,451,000
-2.8%
23,428
-3.0%
0.54%
-0.2%
Q4 2014$2,522,000
-5.3%
24,161
-9.6%
0.55%
-4.0%
Q3 2014$2,664,000
-7.0%
26,730
-7.7%
0.57%
+0.9%
Q2 2014$2,865,000
+4.3%
28,967
-1.4%
0.56%
-7.1%
Q1 2014$2,747,000
+6.2%
29,390
+5.8%
0.61%
-6.3%
Q4 2013$2,586,000
+13.3%
27,790
+3.0%
0.65%
+4.5%
Q3 2013$2,283,00026,9770.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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