Legacy Private Trust Co. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$300,630
-3.8%
1,1040.0%0.03%0.0%
Q2 2023$312,387
+13.4%
1,1040.0%0.03%
+13.0%
Q1 2023$275,381
+34.3%
1,104
+20.0%
0.02%
+27.8%
Q2 2022$205,000
-82.7%
920
-77.7%
0.02%
-80.4%
Q1 2022$1,188,000
+272.4%
4,130
+315.1%
0.09%
+283.3%
Q4 2021$319,000
+10.4%
9950.0%0.02%
+4.3%
Q3 2021$289,000
+1.4%
9950.0%0.02%
-4.2%
Q2 2021$285,000
+3.6%
995
-7.0%
0.02%
-4.0%
Q1 2021$275,000
-7.1%
1,070
-8.5%
0.02%
-10.7%
Q4 2020$296,000
+11.3%
1,1700.0%0.03%
+3.7%
Q3 2020$266,000
+12.7%
1,1700.0%0.03%
+3.8%
Q2 2020$236,000
+10.8%
1,1700.0%0.03%
+18.2%
Q4 2019$213,000
-7.4%
1,170
-15.5%
0.02%
-15.4%
Q3 2019$230,000
+1.8%
1,3850.0%0.03%0.0%
Q2 2019$226,000
+4.1%
1,3850.0%0.03%0.0%
Q1 2019$217,000
+4.3%
1,385
-10.4%
0.03%
-3.7%
Q4 2018$208,000
-2.8%
1,545
+16.2%
0.03%
+12.5%
Q3 2018$214,000
+0.9%
1,330
-10.9%
0.02%
-4.0%
Q1 2018$212,000
-10.9%
1,493
-11.8%
0.02%
-10.7%
Q4 2017$238,000
-4.0%
1,693
-9.5%
0.03%
-6.7%
Q3 2017$248,000
+4.2%
1,8700.0%0.03%0.0%
Q2 2017$238,000
-25.2%
1,870
-28.5%
0.03%
-26.8%
Q1 2017$318,000
-9.4%
2,615
-17.1%
0.04%
-14.6%
Q4 2016$351,000
-20.6%
3,153
-19.8%
0.05%
-20.0%
Q3 2016$442,000
-47.4%
3,932
-49.8%
0.06%
-50.8%
Q2 2016$840,000
-68.4%
7,839
-68.6%
0.12%
-69.5%
Q1 2016$2,655,000
-62.7%
24,937
-62.8%
0.40%
-63.1%
Q4 2015$7,125,000
+4.8%
66,972
-1.2%
1.08%
+0.8%
Q3 2015$6,797,000
-15.9%
67,774
-10.3%
1.07%
-11.8%
Q2 2015$8,085,000
-16.7%
75,528
-18.6%
1.22%
-14.5%
Q1 2015$9,705,000
-32.2%
92,773
-32.3%
1.42%
-32.2%
Q4 2014$14,310,000
+803.4%
137,083
+762.7%
2.10%
+767.4%
Q3 2014$1,584,000
-59.7%
15,890
-60.1%
0.24%
-21.4%
Q2 2014$3,934,000
-43.9%
39,782
-47.0%
0.31%
-74.8%
Q1 2014$7,014,000
+133.0%
75,027
+131.9%
1.22%
+122.4%
Q4 2013$3,010,000
-47.5%
32,348
-52.2%
0.55%
-54.6%
Q3 2013$5,728,000
+4.6%
67,703
-3.4%
1.21%
-6.0%
Q2 2013$5,476,00070,0651.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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