MOGY JOEL R INVESTMENT COUNSEL INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
MOGY JOEL R INVESTMENT COUNSEL INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,038,863
-4.9%
3,815
-1.2%
0.09%0.0%
Q2 2023$1,092,226
+11.1%
3,860
-2.0%
0.09%0.0%
Q1 2023$982,794
+12.6%
3,940
-3.8%
0.09%0.0%
Q4 2022$872,685
+3.0%
4,095
+3.4%
0.09%
-2.2%
Q3 2022$847,000
-6.3%
3,960
-2.3%
0.09%0.0%
Q2 2022$904,000
-24.1%
4,055
-2.1%
0.09%
-5.3%
Q1 2022$1,191,000
-14.7%
4,140
-4.8%
0.09%
-6.0%
Q4 2021$1,396,000
+10.6%
4,3500.0%0.10%
-2.9%
Q3 2021$1,262,0000.0%4,350
-1.1%
0.10%
-3.7%
Q2 2021$1,262,000
+7.9%
4,400
-3.3%
0.11%
-4.5%
Q1 2021$1,170,000
+0.2%
4,550
-1.3%
0.11%
-2.6%
Q4 2020$1,168,000
+11.3%
4,6100.0%0.12%
+1.8%
Q3 2020$1,049,000
+12.6%
4,6100.0%0.11%
+0.9%
Q2 2020$932,000
+29.1%
4,6100.0%0.11%
+8.7%
Q1 2020$722,000
-16.3%
4,610
-2.6%
0.10%0.0%
Q4 2019$863,000
+9.4%
4,735
-0.2%
0.10%
+3.0%
Q3 2019$789,000
+0.5%
4,745
-1.2%
0.10%
-2.0%
Q2 2019$785,000
+2.2%
4,805
-2.1%
0.10%
-1.9%
Q1 2019$768,000
+11.0%
4,910
-4.7%
0.10%
-2.8%
Q4 2018$692,000
-16.5%
5,1500.0%0.11%
-3.6%
Q3 2018$829,000
+5.9%
5,150
-1.4%
0.11%
-4.3%
Q2 2018$783,000
+2.6%
5,225
-2.8%
0.12%
-2.5%
Q1 2018$763,000
-3.2%
5,375
-4.0%
0.12%
-3.3%
Q4 2017$788,000
+5.1%
5,600
-0.9%
0.12%
-1.6%
Q3 2017$750,000
+3.6%
5,650
-0.9%
0.12%
+0.8%
Q2 2017$724,000
+5.4%
5,700
+0.9%
0.12%
+5.1%
Q1 2017$687,000
+10.1%
5,650
+0.9%
0.12%
+4.4%
Q4 2016$624,000
+1.0%
5,600
+1.8%
0.11%0.0%
Q3 2016$618,000
+4.7%
5,5000.0%0.11%
+3.7%
Q2 2016$590,000
-1.0%
5,500
-1.8%
0.11%
-1.8%
Q1 2016$596,0000.0%5,600
+900.0%
0.11%
-0.9%
Q4 2015$596,000
+10.0%
560
-89.6%
0.11%
+4.7%
Q3 2015$542,000
+5.4%
5,400
+12.5%
0.11%
+10.3%
Q2 2015$514,000
+21.8%
4,800
+23.1%
0.10%
+22.8%
Q1 2015$422,000
+6.3%
3,900
+2.6%
0.08%
+5.3%
Q4 2014$397,000
+4.7%
3,8000.0%0.08%
-1.3%
Q3 2014$379,000
+0.8%
3,8000.0%0.08%
+1.3%
Q2 2014$376,000
+5.9%
3,8000.0%0.08%
+1.4%
Q1 2014$355,000
+3.2%
3,800
+2.7%
0.07%
+1.4%
Q4 2013$344,000
+9.9%
3,7000.0%0.07%
+1.4%
Q3 2013$313,000
+8.3%
3,7000.0%0.07%
+2.9%
Q2 2013$289,0003,7000.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders