BALDWIN BROTHERS LLC/MA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

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$13,000930.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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