DAVIDSON TRUST CO - 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
DAVIDSON TRUST CO ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,636,318
-5.7%
9,688
-2.0%
1.96%
-3.4%
Q2 2023$2,796,954
+13.7%
9,885
+0.2%
2.02%
+6.8%
Q1 2023$2,460,573
+15.0%
9,864
-1.8%
1.89%
+0.2%
Q4 2022$2,140,039
+4.3%
10,040
+4.7%
1.89%
-4.0%
Q3 2022$2,051,000
-4.7%
9,587
-0.7%
1.97%
+2.7%
Q2 2022$2,152,000
-15.8%
9,654
+8.6%
1.92%
+0.9%
Q1 2022$2,557,000
-3.1%
8,891
+8.2%
1.90%
+4.9%
Q4 2021$2,638,000
+8.0%
8,218
-2.4%
1.81%
-2.8%
Q3 2021$2,443,000
+7.5%
8,419
+6.3%
1.86%
+5.3%
Q2 2021$2,272,000
+80.5%
7,923
+61.7%
1.77%
+67.5%
Q1 2021$1,259,000
-8.0%
4,900
-9.3%
1.06%
-10.1%
Q4 2020$1,369,000
+2.2%
5,405
-8.2%
1.18%
-3.4%
Q3 2020$1,339,000
+4.2%
5,888
-7.5%
1.22%
-2.5%
Q2 2020$1,285,000
+18.7%
6,363
-7.9%
1.25%
-6.6%
Q1 2020$1,083,000
-7.6%
6,911
+7.4%
1.34%
+13.0%
Q4 2019$1,172,0006,4371.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders