North Star Investment Management Corp. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$130,709
-3.8%
4800.0%0.01%0.0%
Q2 2023$135,821
+13.4%
4800.0%0.01%
+10.0%
Q1 2023$119,731
+17.0%
4800.0%0.01%
+11.1%
Q4 2022$102,293
-0.7%
4800.0%0.01%
-10.0%
Q3 2022$103,000
-3.7%
4800.0%0.01%0.0%
Q2 2022$107,000
-17.1%
480
+6.7%
0.01%0.0%
Q1 2022$129,000
-10.4%
4500.0%0.01%0.0%
Q4 2021$144,000
+9.9%
4500.0%0.01%
-9.1%
Q3 2021$131,000
+1.6%
4500.0%0.01%
+10.0%
Q2 2021$129,000
+11.2%
4500.0%0.01%
-9.1%
Q1 2021$116,000
+1.8%
4500.0%0.01%
-8.3%
Q4 2020$114,000
+11.8%
4500.0%0.01%0.0%
Q3 2020$102,000
+12.1%
4500.0%0.01%0.0%
Q2 2020$91,000
+28.2%
4500.0%0.01%
+9.1%
Q1 2020$71,000
-7.8%
450
+7.1%
0.01%
+37.5%
Q4 2019$77,000
+10.0%
4200.0%0.01%0.0%
Q3 2019$70,000
+45.8%
420
+35.5%
0.01%
+33.3%
Q1 2019$48,000
+14.3%
3100.0%0.01%
+20.0%
Q4 2018$42,000
-6.7%
310
+10.7%
0.01%0.0%
Q3 2018$45,000
+7.1%
2800.0%0.01%0.0%
Q2 2018$42,000
+44.8%
280
+35.9%
0.01%
+66.7%
Q1 2018$29,0000.0%2060.0%0.00%
-25.0%
Q4 2017$29,000
+7.4%
2060.0%0.00%
+33.3%
Q3 2017$27,000
+3.8%
2060.0%0.00%0.0%
Q2 2017$26,000
+4.0%
2060.0%0.00%0.0%
Q1 2017$25,000
+8.7%
2060.0%0.00%0.0%
Q4 2016$23,0000.0%2060.0%0.00%
-25.0%
Q3 2016$23,000
+4.5%
2060.0%0.00%0.0%
Q2 2016$22,0000.0%2060.0%0.00%0.0%
Q1 2016$22,0000.0%2060.0%0.00%0.0%
Q4 2015$22,000
+4.8%
2060.0%0.00%0.0%
Q3 2015$21,000
-4.5%
2060.0%0.00%0.0%
Q2 2015$22,0000.0%2060.0%0.00%0.0%
Q1 2015$22,0000.0%2060.0%0.00%0.0%
Q4 2014$22,000
+4.8%
2060.0%0.00%0.0%
Q3 2014$21,000
+5.0%
2060.0%0.00%0.0%
Q2 2014$20,000
+5.3%
2060.0%0.00%0.0%
Q1 2014$19,0002060.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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