FORTE CAPITAL LLC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 599 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.80 and the average weighting 1.3%.

Quarter-by-quarter ownership
FORTE CAPITAL LLC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,598,168
-4.7%
13,214
-1.0%
0.55%
+1.8%
Q2 2023$3,777,025
+10.2%
13,348
-2.9%
0.54%
+3.6%
Q1 2023$3,428,058
-77.5%
13,743
-80.8%
0.52%
-80.0%
Q4 2022$15,245,850
-5.2%
71,540
-4.8%
2.62%
-10.1%
Q3 2022$16,085,000
-4.8%
75,179
-0.8%
2.92%
-1.0%
Q2 2022$16,900,000
+30.8%
75,820
+88.3%
2.94%
+80.2%
Q1 2022$12,920,0000.0%40,2630.0%1.63%
+0.2%
Q4 2021$12,920,000
+10.6%
40,263
+0.0%
1.63%
+3.0%
Q3 2021$11,677,000
+0.3%
40,243
-0.9%
1.58%
-0.3%
Q2 2021$11,641,000
+17.9%
40,588
+5.7%
1.59%
+4.1%
Q1 2021$9,872,000
+6.1%
38,407
+4.6%
1.52%
+6.2%
Q4 2020$9,304,000
+13.6%
36,727
+2.1%
1.44%
-5.0%
Q3 2020$8,190,000
+19.6%
35,982
+6.2%
1.51%
+5.1%
Q2 2020$6,845,000
+33.0%
33,873
+3.2%
1.44%
-18.9%
Q1 2020$5,145,000
+3.2%
32,836
+20.0%
1.77%
+25.4%
Q4 2019$4,984,000
+52.7%
27,358
+39.4%
1.41%
+40.1%
Q3 2019$3,263,000
+11.6%
19,625
+9.6%
1.01%
+8.0%
Q2 2019$2,925,000
+25.6%
17,904
+20.3%
0.93%
+11.3%
Q1 2019$2,328,000
+12.6%
14,881
-3.4%
0.84%
-3.0%
Q4 2018$2,068,000
-18.1%
15,401
-1.8%
0.86%
-4.8%
Q3 2018$2,525,000
+7.1%
15,681
-0.3%
0.91%
-1.4%
Q2 2018$2,357,000
+4.2%
15,731
-1.4%
0.92%
-2.7%
Q1 2018$2,262,000
-9.9%
15,947
-10.7%
0.95%
+26.6%
Q4 2017$2,510,000
+9.8%
17,848
+3.7%
0.75%
+2.2%
Q3 2017$2,285,000
+2.6%
17,215
-1.9%
0.73%
-0.3%
Q2 2017$2,228,000
+14.5%
17,540
+9.7%
0.73%
+10.4%
Q1 2017$1,946,000
+20.3%
15,993
+10.2%
0.66%
+9.9%
Q4 2016$1,617,000
-15.5%
14,510
-14.8%
0.60%
-16.9%
Q3 2016$1,913,000
+3.9%
17,035
-0.8%
0.73%
+2.2%
Q2 2016$1,841,000
+30.2%
17,175
+29.3%
0.71%
+14.5%
Q1 2016$1,414,000
+0.1%
13,281
+0.0%
0.62%
+7.6%
Q4 2015$1,412,000
+8.8%
13,276
+2.5%
0.58%
-2.5%
Q3 2015$1,298,000
-4.5%
12,946
+2.0%
0.59%
+2.6%
Q2 2015$1,359,000
-0.2%
12,696
+1.2%
0.58%
-1.2%
Q1 2015$1,362,000
+5.8%
12,551
+1.8%
0.58%
+4.5%
Q4 2014$1,287,000
+15.4%
12,331
+10.2%
0.56%
+8.9%
Q3 2014$1,115,00011,1900.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2017
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