DOWLING & YAHNKE LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$2,287,000
-3.4%
10,690
+0.7%
0.11%
-4.5%
Q2 2022$2,367,000
-4.5%
10,618
+23.2%
0.11%
+2.8%
Q1 2022$2,479,000
+7.4%
8,621
+19.8%
0.11%
-2.7%
Q4 2021$2,309,000
+9.2%
7,197
-1.2%
0.11%
-5.1%
Q3 2021$2,114,000
+2.9%
7,286
+1.7%
0.12%
-0.8%
Q2 2021$2,054,000
+6.6%
7,161
-4.5%
0.12%
-10.6%
Q1 2021$1,927,000
-1.0%
7,498
-2.4%
0.13%
-5.0%
Q4 2020$1,947,000
-7.2%
7,685
-16.6%
0.14%
-17.3%
Q3 2020$2,098,000
+64.7%
9,217
+46.2%
0.17%
+57.0%
Q2 2020$1,274,000
+9.4%
6,304
-15.2%
0.11%
-4.5%
Q1 2020$1,165,000
+6.7%
7,436
+24.1%
0.11%
+33.3%
Q4 2019$1,092,000
+2.2%
5,994
-6.8%
0.08%
-4.5%
Q3 2019$1,069,000
+25.9%
6,430
+23.8%
0.09%
+25.7%
Q2 2019$849,000
+5.2%
5,195
+0.7%
0.07%
-10.3%
Q1 2019$807,000
+8.8%
5,160
+2.5%
0.08%
+1.3%
Q4 2018$742,000
-14.3%
5,035
-6.4%
0.08%
+1.3%
Q3 2018$866,000
+7.4%
5,3800.0%0.08%
+1.3%
Q2 2018$806,000
+5.6%
5,3800.0%0.08%
+5.6%
Q1 2018$763,000
-9.2%
5,380
-9.9%
0.07%
-6.6%
Q4 2017$840,000
-3.1%
5,969
-8.6%
0.08%
-13.6%
Q3 2017$867,000
+4.5%
6,5310.0%0.09%
+1.1%
Q2 2017$830,000
+4.4%
6,531
-0.1%
0.09%
+2.4%
Q1 2017$795,000
+9.1%
6,5380.0%0.08%
+3.7%
Q4 2016$729,000
-4.1%
6,538
-3.4%
0.08%
-7.9%
Q3 2016$760,000
+4.7%
6,7680.0%0.09%
+2.3%
Q2 2016$726,000
+0.8%
6,7680.0%0.09%
-2.2%
Q1 2016$720,000
+2.1%
6,768
+2.2%
0.09%0.0%
Q4 2015$705,000
-1.0%
6,623
-6.7%
0.09%
-8.2%
Q3 2015$712,000
-10.1%
7,098
-4.1%
0.10%
-3.0%
Q2 2015$792,000
+11.4%
7,398
+8.8%
0.10%
+12.4%
Q1 2015$711,000
+9.9%
6,798
+9.7%
0.09%
+9.9%
Q4 2014$647,000
+3.0%
6,199
-1.6%
0.08%
-2.4%
Q3 2014$628,000
+0.8%
6,2980.0%0.08%
+3.8%
Q2 2014$623,000
-0.5%
6,298
-5.9%
0.08%
-2.4%
Q1 2014$626,000
-6.1%
6,692
-6.6%
0.08%
-12.8%
Q4 2013$667,000
+11.9%
7,167
+1.8%
0.09%
+1.1%
Q3 2013$596,000
+6.2%
7,042
-1.8%
0.09%0.0%
Q2 2013$561,0007,1720.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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