GRIMES & COMPANY, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.

Quarter-by-quarter ownership
GRIMES & COMPANY, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$37,874,332
-2.9%
139,085
+0.9%
1.46%
+5.9%
Q2 2023$39,013,144
+12.7%
137,875
-0.6%
1.38%
-2.5%
Q1 2023$34,604,203
+15.5%
138,728
-1.3%
1.42%
+12.1%
Q4 2022$29,964,261
-2.0%
140,605
-1.6%
1.26%
-20.7%
Q3 2022$30,567,000
-4.6%
142,871
-0.6%
1.60%
-1.3%
Q2 2022$32,044,000
-23.7%
143,765
-1.5%
1.62%
-26.2%
Q1 2022$41,986,000
-11.6%
145,988
-1.3%
2.19%
+0.8%
Q4 2021$47,482,000
+8.4%
147,966
-2.0%
2.17%
+14.1%
Q3 2021$43,789,000
-4.2%
150,909
-5.3%
1.90%
-4.0%
Q2 2021$45,716,000
+6.8%
159,396
-4.3%
1.98%
-3.6%
Q1 2021$42,803,000
+0.3%
166,524
-1.2%
2.06%
-7.2%
Q4 2020$42,687,000
+9.2%
168,498
-1.9%
2.22%
-11.3%
Q3 2020$39,098,000
+7.9%
171,775
-4.2%
2.50%
-0.7%
Q2 2020$36,252,000
+25.8%
179,388
-2.5%
2.52%
-4.2%
Q1 2020$28,814,000
-16.0%
183,894
-2.3%
2.63%
+17.0%
Q4 2019$34,298,000
+8.4%
188,272
-1.0%
2.25%
-0.3%
Q3 2019$31,628,000
+0.0%
190,212
-1.7%
2.25%
-6.1%
Q2 2019$31,624,000
+2.8%
193,550
-1.6%
2.40%
-0.5%
Q1 2019$30,769,000
+13.2%
196,711
-2.8%
2.41%
-9.0%
Q4 2018$27,174,000
-19.9%
202,296
-4.0%
2.65%
-2.4%
Q3 2018$33,929,000
+4.8%
210,687
-2.5%
2.72%
-5.1%
Q2 2018$32,384,000
+3.7%
216,164
-1.8%
2.86%
-5.4%
Q1 2018$31,222,000
-2.0%
220,061
-2.8%
3.02%
-1.6%
Q4 2017$31,850,000
+2.6%
226,446
-3.2%
3.07%
-6.9%
Q3 2017$31,048,000
+1.9%
233,887
-2.5%
3.30%
-2.9%
Q2 2017$30,480,000
-29.3%
239,921
-32.3%
3.40%
-28.0%
Q1 2017$43,090,000
+1.4%
354,186
-7.1%
4.72%
-4.3%
Q4 2016$42,502,000
+2.5%
381,250
+3.2%
4.93%
-11.2%
Q3 2016$41,467,000
-0.2%
369,283
-4.7%
5.55%0.0%
Q2 2016$41,530,000
+0.8%
387,404
+0.1%
5.55%
+4.7%
Q1 2016$41,209,000
+4.0%
387,122
+3.9%
5.30%
-0.9%
Q4 2015$39,621,000
+7.6%
372,414
+1.4%
5.35%
+12.9%
Q3 2015$36,824,000
-3.2%
367,176
+3.3%
4.74%
-11.6%
Q2 2015$38,047,000355,4185.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders