BOYD WATTERSON ASSET MANAGEMENT LLC/OH - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
BOYD WATTERSON ASSET MANAGEMENT LLC/OH ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$568,856
-3.8%
2,0890.0%0.25%
+5.5%
Q2 2023$591,103
+13.4%
2,0890.0%0.24%
+10.8%
Q1 2023$521,080
+17.0%
2,0890.0%0.21%
+15.8%
Q4 2022$445,187
-0.4%
2,0890.0%0.18%
-9.8%
Q3 2022$447,000
-4.1%
2,0890.0%0.20%
+2.5%
Q2 2022$466,000
-22.5%
2,0890.0%0.20%
-9.5%
Q1 2022$601,000
-10.3%
2,0890.0%0.22%
-1.3%
Q4 2021$670,000
+10.6%
2,0890.0%0.22%
-0.4%
Q3 2021$606,000
+0.7%
2,089
-0.5%
0.22%
-7.8%
Q2 2021$602,000
+11.5%
2,0990.0%0.24%
+3.0%
Q1 2021$540,000
+1.5%
2,0990.0%0.24%
-7.1%
Q4 2020$532,000
+11.3%
2,0990.0%0.25%
-3.8%
Q3 2020$478,000
+12.7%
2,0990.0%0.26%
-8.3%
Q2 2020$424,000
+28.9%
2,0990.0%0.29%
+7.1%
Q1 2020$329,000
-13.9%
2,0990.0%0.27%
+7.2%
Q4 2019$382,000
+9.5%
2,0990.0%0.25%
+2.9%
Q3 2019$349,000
+1.7%
2,0990.0%0.24%
+4.3%
Q2 2019$343,000
+4.6%
2,0990.0%0.23%
+13.0%
Q1 2019$328,000
+16.3%
2,0990.0%0.21%
+0.5%
Q4 2018$282,000
-16.6%
2,0990.0%0.21%
+6.7%
Q3 2018$338,000
+7.6%
2,0990.0%0.19%
+7.2%
Q2 2018$314,000
+5.4%
2,0990.0%0.18%
+21.6%
Q1 2018$298,000
+1.0%
2,0990.0%0.15%
+4.2%
Q4 2017$295,000
+5.7%
2,0990.0%0.14%
+2.9%
Q3 2017$279,000
+8.1%
2,099
+3.4%
0.14%
+4.5%
Q2 2017$258,000
+4.5%
2,0300.0%0.13%
+6.5%
Q1 2017$247,000
+9.3%
2,0300.0%0.12%
+3.3%
Q4 2016$226,0002,0300.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders