BALASA DINVERNO & FOLTZ LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$52,689,000
-3.7%
246,267
+0.3%
3.33%
-3.3%
Q2 2022$54,721,000
-22.7%
245,508
-0.3%
3.44%
-28.0%
Q1 2022$70,833,000
-6.4%
246,288
+4.4%
4.78%
-2.0%
Q4 2021$75,679,000
+12.5%
235,833
+1.7%
4.87%
+4.0%
Q3 2021$67,289,000
+5.7%
231,897
+4.5%
4.69%
+2.3%
Q2 2021$63,649,000
+14.4%
221,919
+2.6%
4.58%
+2.7%
Q1 2021$55,620,000
+7.2%
216,386
+5.7%
4.46%
+3.6%
Q4 2020$51,878,000
+20.6%
204,778
+8.3%
4.30%
+5.5%
Q3 2020$43,018,000
+5263.8%
189,001
+4659.5%
4.08%
+4486.5%
Q2 2020$802,000
+20.1%
3,971
-6.8%
0.09%
+6.0%
Q1 2020$668,000
-13.9%
4,2620.0%0.08%
+2.4%
Q4 2019$776,000
+5.3%
4,262
-3.9%
0.08%
-3.5%
Q3 2019$737,000
+5.0%
4,433
+3.1%
0.08%
+3.7%
Q2 2019$702,000
+4.5%
4,299
+0.0%
0.08%
+1.2%
Q1 2019$672,000
+3.4%
4,297
-11.2%
0.08%
-1.2%
Q4 2018$650,000
-16.6%
4,838
+0.1%
0.08%
-6.8%
Q3 2018$779,000
+4.4%
4,835
-2.9%
0.09%
-18.5%
Q2 2018$746,000
+9.2%
4,979
+3.4%
0.11%
+3.8%
Q1 2018$683,000
-0.6%
4,816
-1.3%
0.10%
+2.0%
Q4 2017$687,000
+1.0%
4,881
-4.7%
0.10%
-3.8%
Q3 2017$680,000
-38.8%
5,120
-41.4%
0.11%
-41.4%
Q2 2017$1,111,000
-26.4%
8,742
-29.5%
0.18%
-29.0%
Q1 2017$1,509,000
+11.2%
12,404
+1.9%
0.26%
+10.9%
Q4 2016$1,357,000
-2.0%
12,169
-1.3%
0.23%
-9.1%
Q3 2016$1,384,000
+4.8%
12,3260.0%0.25%
+7.2%
Q2 2016$1,321,000
+1.7%
12,326
+1.0%
0.24%
+1.7%
Q1 2016$1,299,000
-4.1%
12,200
-4.2%
0.23%
+2.2%
Q4 2015$1,354,000
+5.6%
12,731
-0.4%
0.23%0.0%
Q3 2015$1,282,000
-6.3%
12,7780.0%0.23%
+1.8%
Q2 2015$1,368,000
+2.3%
12,7780.0%0.22%
+16.8%
Q1 2015$1,337,000
-0.1%
12,778
-0.3%
0.19%
-0.5%
Q4 2014$1,338,000
+4.5%
12,817
-0.2%
0.19%
-1.0%
Q3 2014$1,280,000
+21.2%
12,847
+20.3%
0.19%
+60.3%
Q2 2014$1,056,000
+5.8%
10,6790.0%0.12%
-0.8%
Q1 2014$998,000
+0.4%
10,6790.0%0.12%
-10.9%
Q4 2013$994,00010,6790.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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