NORTHSTAR ASSET MANAGEMENT Co LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,649 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
NORTHSTAR ASSET MANAGEMENT Co LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$11,270,672
+9.6%
30,135
+0.9%
2.73%
+7.6%
Q1 2024$10,281,145
+31.9%
29,870
+19.1%
2.53%
+23.4%
Q4 2023$7,793,663
+16.1%
25,070
+1.7%
2.05%
+6.2%
Q3 2023$6,715,078
-2.0%
24,660
+1.9%
1.93%
+2.7%
Q2 2023$6,848,957
+19.1%
24,205
+5.0%
1.88%
+11.4%
Q1 2023$5,749,513
+24.9%
23,050
+6.7%
1.69%
+16.4%
Q4 2022$4,602,042
+2.9%
21,595
+3.4%
1.45%
-2.6%
Q3 2022$4,471,000
+21.0%
20,895
+26.0%
1.49%
+29.1%
Q2 2022$3,695,000
-13.7%
16,580
+11.4%
1.15%
+5.4%
Q1 2022$4,281,000
-0.5%
14,886
+11.1%
1.10%
+8.4%
Q4 2021$4,301,000
+29.0%
13,400
+16.7%
1.01%
+15.6%
Q3 2021$3,333,000
+6.5%
11,485
+5.3%
0.87%
+6.2%
Q2 2021$3,129,000
+27.6%
10,910
+14.3%
0.82%
+17.9%
Q1 2021$2,453,000
+40.6%
9,545
+38.6%
0.70%
+40.7%
Q4 2020$1,745,000
+30.6%
6,885
+17.3%
0.50%
+16.2%
Q3 2020$1,336,000
+35.8%
5,870
+20.5%
0.43%
+21.0%
Q2 2020$984,000
+44.9%
4,870
+12.3%
0.35%
+13.5%
Q1 2020$679,000
+149.6%
4,335
+189.8%
0.31%
+204.9%
Q4 2019$272,0001,4960.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Trust Co of Tennessee 256,175$95,811,39634.28%
Rezny Wealth Management, Inc. 318,706$119,199,23131.88%
GOLDEN ROAD ADVISORS LLC 97,307$37,787,38731.16%
Fee-Only Financial Planning, L.C. 118,864$44,456,13829.93%
Safeguard Financial, LLC 283,568$106,057,13329.49%
Balentine LLC 1,720,031$643,308,76929.24%
Dougherty Wealth Advisers LLC 88,938$33,263,70129.07%
STEVENS CAPITAL PARTNERS 143,528$53,680,78127.70%
Blackston Financial Advisory Group, LLC 155,977$46,287,14325.90%
Mill Creek Capital Advisors, LLC 2,663,497$996,174,63425.36%
View complete list of VANGUARD INDEX FDS shareholders