BALDWIN BROTHERS LLC/MA - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 755 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.

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Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$28,912
+14.2%
930.0%0.00%0.0%
Q3 2023$25,325
-3.8%
930.0%0.00%0.0%
Q2 2023$26,315
+13.4%
930.0%0.00%0.0%
Q1 2023$23,198
+17.0%
930.0%0.00%0.0%
Q4 2022$19,819
-0.9%
930.0%0.00%
-33.3%
Q3 2022$20,000
-20.0%
93
-17.7%
0.00%0.0%
Q2 2022$25,000
-21.9%
1130.0%0.00%0.0%
Q1 2022$32,000
+6.7%
113
+21.5%
0.00%0.0%
Q4 2021$30,000
+11.1%
930.0%0.00%0.0%
Q3 2021$27,000
-3.6%
93
-4.1%
0.00%0.0%
Q2 2021$28,000
+16.7%
97
+4.3%
0.00%0.0%
Q1 2021$24,0000.0%930.0%0.00%0.0%
Q4 2020$24,000
+14.3%
930.0%0.00%0.0%
Q3 2020$21,000
+10.5%
930.0%0.00%0.0%
Q2 2020$19,000
+26.7%
930.0%0.00%0.0%
Q1 2020$15,000
-11.8%
930.0%0.00%
+50.0%
Q4 2019$17,000
+13.3%
930.0%0.00%0.0%
Q3 2019$15,0000.0%930.0%0.00%0.0%
Q2 2019$15,0000.0%930.0%0.00%0.0%
Q1 2019$15,000
+25.0%
930.0%0.00%0.0%
Q4 2018$12,000
-20.0%
930.0%0.00%0.0%
Q3 2018$15,000
+7.1%
930.0%0.00%0.0%
Q2 2018$14,000
+7.7%
930.0%0.00%0.0%
Q1 2018$13,000–93–0.00%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
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