OSBORNE PARTNERS CAPITAL MANAGEMENT, 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
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,261,574
-5.2%
19,322
-1.5%
0.39%
-2.5%
Q2 2023$5,552,524
+16.4%
19,623
+2.6%
0.40%
+14.3%
Q1 2023$4,770,041
+63.5%
19,123
+39.7%
0.35%
+52.8%
Q4 2022$2,917,050
-0.4%
13,6880.0%0.23%
-6.5%
Q3 2022$2,929,000
-5.7%
13,688
-1.8%
0.24%
+2.9%
Q2 2022$3,107,000
-43.2%
13,938
-26.8%
0.24%
-41.1%
Q1 2022$5,474,000
-32.6%
19,033
-24.8%
0.40%
-31.8%
Q4 2021$8,117,000
-0.3%
25,294
-9.9%
0.59%
-9.5%
Q3 2021$8,145,000
-3.9%
28,070
-5.1%
0.65%
-6.3%
Q2 2021$8,479,000
+1.0%
29,564
-9.5%
0.70%
-8.6%
Q1 2021$8,396,000
-12.9%
32,666
-14.2%
0.76%
-35.2%
Q4 2020$9,645,000
+14.5%
38,072
+2.9%
1.18%
-30.4%
Q3 2020$8,423,000
+10.0%
37,008
-2.4%
1.70%
+3.4%
Q2 2020$7,660,000
+22.4%
37,903
-5.1%
1.64%
+0.6%
Q1 2020$6,258,000
-13.3%
39,937
+0.8%
1.63%
+11.6%
Q4 2019$7,218,000
+3.8%
39,623
-5.3%
1.46%
+4.6%
Q3 2019$6,954,000
+1.5%
41,823
-0.2%
1.40%
+6.6%
Q2 2019$6,849,000
-2.3%
41,918
-6.5%
1.31%
-4.3%
Q1 2019$7,010,000
+15.0%
44,818
-1.2%
1.37%
+50.1%
Q4 2018$6,095,000
-15.7%
45,377
+1.1%
0.91%
-1.3%
Q3 2018$7,229,000
+7.3%
44,887
-0.2%
0.92%
+0.7%
Q2 2018$6,740,000
+5.9%
44,990
+0.3%
0.92%
+4.8%
Q1 2018$6,363,000
+5.7%
44,847
+4.8%
0.88%
+9.9%
Q4 2017$6,018,000
+5.7%
42,787
-0.2%
0.80%
+2.3%
Q3 2017$5,693,000
+2.8%
42,887
-1.6%
0.78%
-1.1%
Q2 2017$5,538,000
+4.0%
43,589
-0.4%
0.79%
+3.3%
Q1 2017$5,326,000
+8.3%
43,779
-0.8%
0.76%
+6.1%
Q4 2016$4,917,000
-0.7%
44,1100.0%0.72%
-3.1%
Q3 2016$4,953,000
+3.7%
44,110
-1.0%
0.74%
+4.2%
Q2 2016$4,776,000
+1.5%
44,550
+0.7%
0.71%
+3.0%
Q1 2016$4,707,000
-0.7%
44,221
-0.8%
0.69%
+0.1%
Q4 2015$4,741,000
+3.2%
44,559
-2.7%
0.69%
+2.2%
Q3 2015$4,593,000
-7.1%
45,801
-0.8%
0.68%
+2.0%
Q2 2015$4,944,000
+3.8%
46,184
+1.4%
0.66%
+5.8%
Q1 2015$4,765,000
+0.0%
45,549
-0.2%
0.63%
+8.7%
Q4 2014$4,763,000
+4.5%
45,624
-0.2%
0.58%
-2.2%
Q3 2014$4,557,000
+2.3%
45,724
+1.6%
0.59%
+2.8%
Q2 2014$4,453,000
+1.9%
45,024
-3.7%
0.57%
+0.2%
Q1 2014$4,369,000
+0.5%
46,7340.0%0.57%
+0.9%
Q4 2013$4,349,000
+11.6%
46,734
+1.4%
0.57%
+4.2%
Q3 2013$3,898,000
+8.1%
46,071
-0.2%
0.54%
+5.4%
Q2 2013$3,607,00046,1610.52%
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