EVERETT HARRIS & CO /CA/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
EVERETT HARRIS & CO /CA/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,349,163
-3.7%
56,367
+0.1%
0.24%
-1.2%
Q2 2023$15,931,075
+14.1%
56,302
+0.6%
0.24%
+7.1%
Q1 2023$13,966,463
+14.0%
55,991
-2.6%
0.23%
+7.1%
Q4 2022$12,247,000
-0.8%
57,468
-0.4%
0.21%
-7.0%
Q3 2022$12,342,000
-4.4%
57,684
-0.4%
0.23%
+1.8%
Q2 2022$12,912,000
-25.8%
57,931
-4.3%
0.22%
-10.1%
Q1 2022$17,406,000
-12.1%
60,521
-2.0%
0.25%
-9.8%
Q4 2021$19,807,000
+9.4%
61,725
-1.1%
0.28%
-3.8%
Q3 2021$18,105,000
-0.1%
62,395
-1.2%
0.29%
-1.4%
Q2 2021$18,117,000
+16.4%
63,166
+4.4%
0.29%
+7.4%
Q1 2021$15,558,000
+5.2%
60,527
+3.7%
0.27%
+3.1%
Q4 2020$14,790,000
+19.5%
58,381
+7.3%
0.26%
+8.3%
Q3 2020$12,381,000
+124.3%
54,395
+99.2%
0.24%
+98.4%
Q2 2020$5,519,000
+22.3%
27,311
-5.2%
0.12%
+5.2%
Q1 2020$4,514,000
+2.5%
28,808
+19.2%
0.12%
+16.0%
Q4 2019$4,404,000
+12.8%
24,173
+3.0%
0.10%
+4.2%
Q3 2019$3,903,000
+6.0%
23,470
+4.2%
0.10%
+4.3%
Q2 2019$3,681,000
+7.3%
22,530
+2.7%
0.09%
+3.4%
Q1 2019$3,430,000
+43.0%
21,930
+22.8%
0.09%
+30.9%
Q4 2018$2,398,000
-16.8%
17,853
-0.2%
0.07%
-5.6%
Q3 2018$2,881,000
-3.4%
17,889
-10.1%
0.07%
-11.1%
Q2 2018$2,981,000
+6.9%
19,899
+1.2%
0.08%
+5.2%
Q1 2018$2,789,000
+21.8%
19,658
+20.7%
0.08%
+20.3%
Q4 2017$2,290,000
+7.8%
16,280
+1.7%
0.06%0.0%
Q3 2017$2,125,000
+9.0%
16,010
+4.4%
0.06%
+6.7%
Q2 2017$1,949,000
+12.3%
15,340
+7.6%
0.06%
+5.3%
Q1 2017$1,735,000
+9.8%
14,260
+0.6%
0.06%
+3.6%
Q4 2016$1,580,000
+4.8%
14,175
+5.6%
0.06%
+3.8%
Q3 2016$1,507,000
+3.3%
13,425
-1.4%
0.05%
+1.9%
Q2 2016$1,459,000
+4.7%
13,610
+4.0%
0.05%
+4.0%
Q1 2016$1,393,000
+3.0%
13,085
+3.0%
0.05%
+6.4%
Q4 2015$1,352,000
+6.7%
12,710
+0.6%
0.05%
+2.2%
Q3 2015$1,267,000
-7.0%
12,630
-0.8%
0.05%
-4.2%
Q2 2015$1,363,000
+2.8%
12,730
+0.4%
0.05%
+6.7%
Q1 2015$1,326,000
+1.1%
12,675
+1.0%
0.04%0.0%
Q4 2014$1,311,000
+13.1%
12,555
+8.0%
0.04%
+7.1%
Q3 2014$1,159,000
-0.7%
11,625
-1.4%
0.04%
-2.3%
Q2 2014$1,167,000
+7.9%
11,795
+1.9%
0.04%
+7.5%
Q1 2014$1,082,000
+7.3%
11,570
+6.8%
0.04%
+5.3%
Q4 2013$1,008,000
+9.4%
10,830
-0.5%
0.04%0.0%
Q3 2013$921,000
+13.7%
10,880
+5.0%
0.04%
+11.8%
Q2 2013$810,00010,3650.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders