MONETA GROUP INVESTMENT ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$147,675,263
+0.9%
542,306
+4.9%
3.35%
+3.5%
Q2 2023$146,291,485
+21.2%
517,004
+6.9%
3.24%
+11.8%
Q1 2023$120,682,736
+51.1%
483,815
+42.5%
2.90%
+32.3%
Q4 2022$79,893,509
+4.4%
339,597
-5.0%
2.19%
-24.8%
Q3 2022$76,496,000
-14.6%
357,541
-11.1%
2.91%
-4.8%
Q2 2022$89,615,000
+19.8%
402,059
+54.6%
3.06%
+4.2%
Q1 2022$74,797,000
+1.3%
260,073
+13.0%
2.94%
-2.2%
Q4 2021$73,824,000
+21.0%
230,053
+9.4%
3.00%
+6.7%
Q3 2021$60,996,000
+6.5%
210,208
+5.3%
2.81%
+6.6%
Q2 2021$57,269,000
+21.5%
199,676
+8.9%
2.64%
+5.9%
Q1 2021$47,124,000
+134.8%
183,333
+131.4%
2.49%
+72.8%
Q4 2020$20,069,000
+3.8%
79,218
-6.8%
1.44%
-14.3%
Q3 2020$19,343,000
+12.3%
84,983
-0.3%
1.68%
+2.9%
Q2 2020$17,225,000
+29.9%
85,234
+0.7%
1.64%
+18.6%
Q1 2020$13,260,000
-10.8%
84,626
+3.7%
1.38%
+10.6%
Q4 2019$14,871,000
-0.0%
81,633
-8.8%
1.25%
-10.4%
Q3 2019$14,876,000
-0.5%
89,464
-2.2%
1.39%
-5.5%
Q2 2019$14,945,000
-0.1%
91,468
-4.3%
1.47%
-5.8%
Q1 2019$14,954,000
+27.3%
95,602
+9.3%
1.56%
+11.6%
Q4 2018$11,747,000
-15.7%
87,449
+1.0%
1.40%
-1.8%
Q3 2018$13,940,000
+46.9%
86,562
-16.6%
1.43%
+37.2%
Q2 2018$9,492,000
+24.1%
103,804
+92.5%
1.04%
+2.0%
Q1 2018$7,649,000
+271.5%
53,912
+268.3%
1.02%
+227.7%
Q4 2017$2,059,000
+8.1%
14,640
+2.1%
0.31%
+5.1%
Q3 2017$1,904,000
+4.5%
14,3390.0%0.30%
-0.3%
Q2 2017$1,822,000
+4571.8%
14,339
+3595.6%
0.30%
+2600.0%
Q3 2015$39,0003880.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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