COURIER CAPITAL LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
COURIER CAPITAL LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$227,000
-10.3%
7880.0%0.02%
-4.2%
Q4 2021$253,000
+10.5%
7880.0%0.02%
+9.1%
Q3 2021$229,000
-13.6%
788
-14.6%
0.02%
-12.0%
Q2 2021$265,000
+11.8%
9230.0%0.02%
+4.2%
Q1 2021$237,000
-46.7%
923
-47.4%
0.02%
-50.0%
Q4 2020$445,000
+5.2%
1,7560.0%0.05%
-5.9%
Q3 2020$423,000
+12.5%
1,756
-4.2%
0.05%
+6.2%
Q2 2020$376,000
+22.1%
1,8330.0%0.05%
+4.3%
Q1 2020$308,000
-10.5%
1,8330.0%0.05%
+15.0%
Q4 2019$344,000
+14.7%
1,8330.0%0.04%
+2.6%
Q3 2019$300,000
+0.3%
1,8330.0%0.04%
+2.6%
Q2 2019$299,000
+4.2%
1,8330.0%0.04%
+2.7%
Q1 2019$287,000
+14.8%
1,833
-1.5%
0.04%0.0%
Q4 2018$250,000
-11.7%
1,861
+5.8%
0.04%
+5.7%
Q3 2018$283,000
+5.6%
1,759
-1.6%
0.04%0.0%
Q2 2018$268,000
+3.1%
1,787
-2.6%
0.04%
+2.9%
Q1 2018$260,000
-0.4%
1,835
-1.1%
0.03%0.0%
Q4 2017$261,000
+4.8%
1,855
-1.2%
0.03%
-2.9%
Q3 2017$249,000
+4.6%
1,8770.0%0.04%
-14.6%
Q2 2017$238,000
+9.2%
1,877
+4.6%
0.04%
+7.9%
Q1 2017$218,0001,7950.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders