PRIO WEALTH LIMITED PARTNERSHIP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.

Quarter-by-quarter ownership
PRIO WEALTH LIMITED PARTNERSHIP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,537,560
-1.5%
5,646
+2.3%
0.06%
+5.4%
Q2 2023$1,561,475
+13.4%
5,5180.0%0.06%
+5.7%
Q1 2023$1,376,499
+17.0%
5,5180.0%0.05%
+12.8%
Q4 2022$1,176,017
-0.2%
5,518
+0.2%
0.05%
-7.8%
Q3 2022$1,178,513
-6.7%
5,508
-2.8%
0.05%
+2.0%
Q2 2022$1,263,420
+77410.4%
5,6680.0%0.05%
-7.4%
Q1 2022$1,630
-99.9%
5,6680.0%0.05%
-3.6%
Q4 2021$1,819,000
+10.6%
5,6680.0%0.06%
+1.8%
Q3 2021$1,645,000
-17.8%
5,668
-18.7%
0.06%
-17.9%
Q2 2021$2,000,000
+11.5%
6,9740.0%0.07%
+3.1%
Q1 2021$1,793,000
+3.9%
6,974
+2.3%
0.06%0.0%
Q4 2020$1,726,000
+35.9%
6,814
+22.2%
0.06%
+22.6%
Q3 2020$1,270,000
+12.7%
5,5780.0%0.05%
+1.9%
Q2 2020$1,127,000
+28.9%
5,5780.0%0.05%
+8.3%
Q1 2020$874,000
-17.5%
5,578
-4.1%
0.05%
+6.7%
Q4 2019$1,060,000
+9.6%
5,8180.0%0.04%
+2.3%
Q3 2019$967,000
+1.8%
5,8180.0%0.04%0.0%
Q2 2019$950,000
+17.7%
5,818
+12.7%
0.04%
+15.8%
Q1 2019$807,000
+16.5%
5,1630.0%0.04%
+2.7%
Q4 2018$693,000
-16.6%
5,1630.0%0.04%
-2.6%
Q3 2018$831,000
+7.5%
5,1630.0%0.04%0.0%
Q2 2018$773,000
+5.6%
5,1630.0%0.04%
+5.6%
Q1 2018$732,000
+0.8%
5,1630.0%0.04%
+5.9%
Q4 2017$726,000
+6.0%
5,1630.0%0.03%0.0%
Q3 2017$685,000
+14.0%
5,163
+9.0%
0.03%
+13.3%
Q2 2017$601,000
+10.3%
4,736
+5.6%
0.03%
+7.1%
Q1 2017$545,000
+9.0%
4,4860.0%0.03%
+3.7%
Q4 2016$500,000
-0.6%
4,4860.0%0.03%0.0%
Q3 2016$503,000
+4.8%
4,4860.0%0.03%
+3.8%
Q2 2016$480,000
+0.6%
4,4860.0%0.03%0.0%
Q1 2016$477,0000.0%4,4860.0%0.03%0.0%
Q4 2015$477,000
+6.2%
4,4860.0%0.03%
+4.0%
Q3 2015$449,000
-6.5%
4,4860.0%0.02%0.0%
Q2 2015$480,000
+2.3%
4,4860.0%0.02%
+8.7%
Q1 2015$469,000
+0.2%
4,4860.0%0.02%0.0%
Q4 2014$468,000
+9.3%
4,486
+4.4%
0.02%
+4.5%
Q3 2014$428,000
+0.9%
4,2950.0%0.02%
+4.8%
Q2 2014$424,000
+5.7%
4,2950.0%0.02%
+5.0%
Q1 2014$401,000
+0.5%
4,2950.0%0.02%0.0%
Q4 2013$399,000
-20.7%
4,295
-27.9%
0.02%
-31.0%
Q3 2013$503,000
+8.2%
5,9550.0%0.03%
+3.6%
Q2 2013$465,0005,9550.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders