BOURGEON CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

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 Q1 2023
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