COLDSTREAM CAPITAL MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 755 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$97,332,651
-8.1%
357,433
-4.5%
3.18%
-5.2%
Q2 2023$105,873,637
+8.7%
374,165
-4.2%
3.35%
+2.5%
Q1 2023$97,418,557
+17.2%
390,549
+0.2%
3.27%
+7.5%
Q4 2022$83,094,167
-54.9%
389,912
-52.8%
3.04%
-18.8%
Q2 2022$184,288,000
+57.6%
826,808
+103.3%
3.75%
-7.0%
Q1 2022$116,941,000
-12.9%
406,611
-2.8%
4.03%
-4.4%
Q4 2021$134,296,000
+35.3%
418,499
-2.6%
4.22%
-12.4%
Q3 2021$99,270,000
-16.0%
429,773
+4.3%
4.81%
+1.2%
Q2 2021$118,129,000
+18.1%
411,871
+5.8%
4.76%
-18.8%
Q1 2021$100,048,000
+1.5%
389,230
+0.1%
5.86%
-1.4%
Q4 2020$98,540,000
+7.2%
388,964
-3.7%
5.94%
-22.3%
Q3 2020$91,926,000
+5.7%
403,878
-6.1%
7.65%
-2.0%
Q2 2020$86,942,000
+24.6%
430,217
-3.4%
7.81%
+2.4%
Q1 2020$69,762,000
-16.8%
445,222
-3.3%
7.62%
+10.8%
Q4 2019$83,895,000
+8.7%
460,528
-0.8%
6.88%
+5.9%
Q3 2019$77,160,000
-0.3%
464,036
-2.0%
6.50%
+0.9%
Q2 2019$77,382,000
+3.2%
473,607
-1.2%
6.44%
-1.8%
Q1 2019$74,991,000
+13.7%
479,421
-2.3%
6.56%
+2.4%
Q4 2018$65,946,000
-25.4%
490,927
-10.6%
6.40%
-20.1%
Q3 2018$88,410,000
+12.9%
548,991
+5.0%
8.01%
+1.2%
Q2 2018$78,339,000
+16.8%
522,918
+10.6%
7.92%
+9.3%
Q1 2018$67,055,000
+5.8%
472,619
+4.9%
7.24%
+5.3%
Q4 2017$63,387,000
+16.5%
450,671
+10.0%
6.88%
+8.7%
Q3 2017$54,398,000
+5.7%
409,781
+1.2%
6.33%
-4.7%
Q2 2017$51,448,000
-2.3%
404,976
-6.4%
6.64%
-8.8%
Q1 2017$52,649,000
+15.0%
432,759
+5.4%
7.27%
-2.3%
Q4 2016$45,777,000
+3.5%
410,631
+4.2%
7.45%
-5.0%
Q3 2016$44,237,000
+7.0%
393,956
+2.2%
7.84%
+7.1%
Q2 2016$41,324,000
+2.5%
385,483
+1.8%
7.32%
-0.3%
Q1 2016$40,317,000
+32.7%
378,737
+32.6%
7.34%
+11.3%
Q4 2015$30,391,000
+18.0%
285,654
+11.3%
6.60%
-4.1%
Q3 2015$25,746,000
-0.1%
256,713
+6.6%
6.88%
+2.1%
Q2 2015$25,777,000
+0.8%
240,792
-1.5%
6.74%
-4.3%
Q1 2015$25,571,000
+11.7%
244,437
+11.5%
7.05%
+10.7%
Q4 2014$22,888,000
+23.5%
219,259
+17.9%
6.37%
+21.0%
Q3 2014$18,530,000
+5.6%
185,911
+4.8%
5.26%
+2.2%
Q2 2014$17,548,000
-2.5%
177,433
-7.8%
5.15%
-11.7%
Q1 2014$17,993,000
+4.4%
192,485
+3.9%
5.83%
+5.0%
Q4 2013$17,234,000
+8.9%
185,209
-1.0%
5.55%
+6.5%
Q3 2013$15,827,000
+5.5%
187,060
-2.6%
5.21%
+2.8%
Q2 2013$15,002,000191,9585.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders