BOURGEON CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25,394
-3.6%
930.0%0.01%0.0%
Q2 2023$26,351
+13.6%
930.0%0.01%0.0%
Q1 2023$23,195
+17.3%
930.0%0.01%
+20.0%
Q4 2022$19,781
+4.1%
93
+6.9%
0.01%0.0%
Q3 2022$19,000
+11.8%
87
+14.5%
0.01%
+25.0%
Q2 2022$17,000
-10.5%
76
+15.2%
0.00%0.0%
Q1 2022$19,000
+18.8%
66
+29.4%
0.00%
+33.3%
Q4 2021$16,000
+6.7%
510.0%0.00%0.0%
Q3 2021$15,000
+15.4%
51
+15.9%
0.00%0.0%
Q2 2021$13,000
+18.2%
44
+4.8%
0.00%
+50.0%
Q1 2021$11,000
+175.0%
42
+162.5%
0.00%
+100.0%
Q4 2020$4,000160.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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