NORTH STAR ASSET MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
NORTH STAR ASSET MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,715,825
-3.9%
6,301
-0.2%
0.10%0.0%
Q2 2023$1,786,326
+34.5%
6,313
+18.6%
0.10%
+26.9%
Q1 2023$1,327,769
+17.1%
5,323
+0.1%
0.08%
+11.4%
Q4 2022$1,133,745
-2.1%
5,320
-1.7%
0.07%
-11.4%
Q3 2022$1,158,000
-4.1%
5,4120.0%0.08%
-1.2%
Q2 2022$1,207,000
-30.5%
5,412
-10.4%
0.08%
-16.7%
Q1 2022$1,736,000
-4.5%
6,037
+6.5%
0.10%
+5.5%
Q4 2021$1,818,000
+9.9%
5,666
-0.6%
0.09%0.0%
Q3 2021$1,654,000
+1.0%
5,700
-0.2%
0.09%0.0%
Q2 2021$1,637,000
+57.7%
5,710
+41.3%
0.09%
+46.8%
Q1 2021$1,038,000
+0.6%
4,040
-0.9%
0.06%
-4.6%
Q4 2020$1,032,000
+9.0%
4,075
-2.1%
0.06%
-7.1%
Q3 2020$947,000
+8.2%
4,162
-3.8%
0.07%
+1.4%
Q2 2020$875,000
+22.9%
4,327
-4.8%
0.07%0.0%
Q1 2020$712,000
-14.7%
4,547
-0.9%
0.07%
+15.0%
Q4 2019$835,000
+0.8%
4,587
-7.8%
0.06%
-7.7%
Q3 2019$828,000
+6.6%
4,975
+4.6%
0.06%
+6.6%
Q2 2019$777,000
+17.9%
4,758
+12.9%
0.06%
+15.1%
Q1 2019$659,000
+16.4%
4,2130.0%0.05%
-1.9%
Q4 2018$566,000
-16.6%
4,213
-0.1%
0.05%
-1.8%
Q3 2018$679,000
+6.9%
4,218
-0.6%
0.06%
+1.9%
Q2 2018$635,000
+5.0%
4,243
-0.6%
0.05%0.0%
Q1 2018$605,000
-0.5%
4,268
-1.3%
0.05%
-1.8%
Q4 2017$608,000
+4.3%
4,325
-1.6%
0.06%
-5.2%
Q3 2017$583,000
+0.9%
4,395
-3.4%
0.06%
-1.7%
Q2 2017$578,000
+1.9%
4,550
-2.5%
0.06%
-1.7%
Q1 2017$567,000
+7.4%
4,665
-1.5%
0.06%
+3.4%
Q4 2016$528,000
-0.8%
4,7350.0%0.06%
-3.3%
Q3 2016$532,000
+4.1%
4,735
-0.5%
0.06%0.0%
Q2 2016$511,000
+1.0%
4,7600.0%0.06%
+1.7%
Q1 2016$506,0000.0%4,7600.0%0.06%
-3.3%
Q4 2015$506,000
+3.1%
4,760
-2.9%
0.06%0.0%
Q3 2015$491,000
-6.3%
4,9000.0%0.06%
+1.7%
Q2 2015$524,000
-0.2%
4,900
-2.5%
0.06%
+1.7%
Q1 2015$525,000
+0.2%
5,0250.0%0.06%
-1.7%
Q4 2014$524,000
+1.6%
5,025
-2.9%
0.06%
-3.2%
Q3 2014$516,000
+1.0%
5,1750.0%0.06%
+3.3%
Q2 2014$511,000
+2.8%
5,175
-2.8%
0.06%0.0%
Q1 2014$497,000
-1.6%
5,325
-1.9%
0.06%
-1.6%
Q4 2013$505,000
+8.1%
5,427
-1.8%
0.06%0.0%
Q3 2013$467,000
+8.1%
5,5270.0%0.06%
+1.7%
Q2 2013$432,0005,5270.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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