COLONY GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$24,638
-4.9%
90,477
-1.2%
0.37%
+0.5%
Q2 2023$25,913
+47.3%
91,578
+29.9%
0.37%
+41.0%
Q1 2023$17,588
+38.0%
70,511
+17.9%
0.26%
+45.8%
Q4 2022$12,741
-99.9%
59,784
-23.6%
0.18%
-39.5%
Q3 2022$16,741,000
+1.9%
78,249
+6.2%
0.30%
+4.6%
Q2 2022$16,426,000
+70.3%
73,697
+119.8%
0.28%
+96.5%
Q1 2022$9,644,000
-8.4%
33,534
+2.2%
0.14%
-22.2%
Q4 2021$10,529,000
+11.8%
32,812
+1.1%
0.18%
+2.2%
Q3 2021$9,415,000
+0.6%
32,448
-0.6%
0.18%
-2.7%
Q2 2021$9,361,000
+12.4%
32,638
+0.8%
0.19%
+6.3%
Q1 2021$8,325,000
+2.7%
32,388
+1.2%
0.18%
-6.4%
Q4 2020$8,105,000
+15.9%
31,992
+4.1%
0.19%
+2.7%
Q3 2020$6,995,000
+49.4%
30,730
+32.6%
0.18%
+33.8%
Q2 2020$4,682,000
+67.8%
23,169
+30.1%
0.14%
+49.5%
Q1 2020$2,791,000
+23.9%
17,815
+44.1%
0.09%
+59.6%
Q4 2019$2,253,000
+91.1%
12,367
+74.4%
0.06%
+50.0%
Q3 2019$1,179,000
-7.9%
7,091
-9.5%
0.04%
-7.3%
Q2 2019$1,280,000
+5.2%
7,833
+0.7%
0.04%
-19.6%
Q1 2019$1,217,000
+13.5%
7,778
-2.5%
0.05%
-1.9%
Q4 2018$1,072,000
+9.8%
7,979
+31.6%
0.05%
+6.1%
Q3 2018$976,000
+12.6%
6,061
+4.7%
0.05%
+8.9%
Q2 2018$867,000
+74.4%
5,787
+65.3%
0.04%
+66.7%
Q1 2018$497,000
-47.1%
3,500
-60.3%
0.03%
-68.6%
Q4 2015$939,000
+6.1%
8,825
+0.0%
0.09%
-16.5%
Q3 2015$885,000
+953.6%
8,823
+1021.1%
0.10%
+1044.4%
Q2 2015$84,000
+2.4%
7870.0%0.01%0.0%
Q1 2015$82,0000.0%7870.0%0.01%0.0%
Q4 2014$82,000
+5.1%
7870.0%0.01%0.0%
Q3 2014$78,0000.0%7870.0%0.01%
-10.0%
Q2 2014$78,000
+85.7%
787
+74.9%
0.01%
+66.7%
Q1 2014$42,0000.0%4500.0%0.01%0.0%
Q4 2013$42,0004500.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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