SIGNATURE ESTATE & INVESTMENT ADVISORS 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
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$177,157
-7.8%
650,573
-4.2%
5.99%
-5.9%
Q2 2023$192,092
+12.6%
678,867
-0.7%
6.37%
+6.5%
Q1 2023$170,548
+30.8%
683,721
+11.7%
5.98%
+27.5%
Q4 2022$130,428
-99.9%
612,021
+8.0%
4.69%
-17.7%
Q3 2022$121,296,000
-3.9%
566,936
+0.2%
5.70%
-10.5%
Q2 2022$126,161,000
+403.3%
566,022
+549.3%
6.38%
+454.3%
Q1 2022$25,069,000
-6.3%
87,168
+4.5%
1.15%
-4.2%
Q4 2021$26,756,000
+7.6%
83,379
-2.7%
1.20%
-1.4%
Q3 2021$24,864,000
-2.4%
85,687
-3.6%
1.22%
+6.3%
Q2 2021$25,482,000
+17.0%
88,845
+4.9%
1.14%
+8.0%
Q1 2021$21,780,000
+2.7%
84,732
+1.2%
1.06%
-7.5%
Q4 2020$21,217,000
+9.9%
83,751
-1.3%
1.15%
-4.3%
Q3 2020$19,312,000
-0.2%
84,848
-11.4%
1.20%
-12.6%
Q2 2020$19,343,000
+27.4%
95,713
-1.2%
1.37%
+13.3%
Q1 2020$15,182,000
-8.4%
96,894
+6.5%
1.21%
+19.3%
Q4 2019$16,579,000
+6.9%
91,008
-2.4%
1.01%
-1.7%
Q3 2019$15,511,000
+0.6%
93,278
-1.1%
1.03%
+1.2%
Q2 2019$15,416,000
+8.0%
94,352
+3.4%
1.02%
-5.4%
Q1 2019$14,278,000
+18.0%
91,280
+1.4%
1.08%
+0.7%
Q4 2018$12,098,000
-14.5%
90,059
+2.6%
1.07%
-16.0%
Q3 2018$14,142,000
+9.5%
87,818
+1.9%
1.27%
+4.4%
Q2 2018$12,913,000
-20.1%
86,198
-24.3%
1.22%
-25.5%
Q1 2018$16,154,000
+5.2%
113,858
+4.3%
1.63%
+4.2%
Q4 2017$15,358,000
+9.1%
109,190
+3.0%
1.57%
-0.1%
Q3 2017$14,077,000
+9.2%
106,038
+4.5%
1.57%
+2.7%
Q2 2017$12,893,000
+17.6%
101,484
+12.6%
1.53%
+11.5%
Q1 2017$10,965,000
+23.4%
90,124
+13.1%
1.37%
+11.2%
Q4 2016$8,886,000
+5.5%
79,707
+6.2%
1.23%0.0%
Q3 2016$8,425,000
+11.3%
75,031
+6.2%
1.23%
+2.0%
Q2 2016$7,572,000
+10.7%
70,634
+9.9%
1.21%
+7.9%
Q1 2016$6,839,000
+22.7%
64,242
+22.7%
1.12%
+16.5%
Q4 2015$5,572,00052,3720.96%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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