Beaumont Financial Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$15,872,000
-3.0%
74,184
+1.1%
1.52%
+3.7%
Q2 2022$16,357,000
-22.8%
73,387
-0.4%
1.47%
-8.9%
Q1 2022$21,181,000
-14.5%
73,647
-4.5%
1.61%
-10.3%
Q4 2021$24,759,000
+10.3%
77,156
-0.2%
1.80%
+3.8%
Q3 2021$22,444,000
-5.3%
77,347
-6.4%
1.73%
-4.2%
Q2 2021$23,697,000
+11.3%
82,622
-0.3%
1.81%
+0.2%
Q1 2021$21,292,000
-29.6%
82,835
-30.6%
1.80%
-32.8%
Q4 2020$30,249,000
+14.3%
119,399
+2.6%
2.69%
+6.2%
Q3 2020$26,476,000
+5.6%
116,322
-6.2%
2.53%
-3.4%
Q2 2020$25,073,000
+82.4%
124,068
+41.4%
2.62%
+51.0%
Q1 2020$13,744,000
-23.8%
87,717
-11.4%
1.73%
-2.3%
Q4 2019$18,031,000
+11.1%
98,976
+1.4%
1.77%
+9.6%
Q3 2019$16,231,000
-2.7%
97,613
-4.4%
1.62%
-6.1%
Q2 2019$16,683,000
+2.0%
102,103
-2.3%
1.72%
-1.5%
Q1 2019$16,349,000
-4.2%
104,518
-17.7%
1.75%
-37.0%
Q4 2018$17,065,000
-20.0%
127,037
-4.1%
2.78%
+31.0%
Q3 2018$21,322,000
+12.9%
132,401
+5.0%
2.12%
+6.3%
Q2 2018$18,890,000
+5.1%
126,095
-0.5%
2.00%
-0.3%
Q1 2018$17,979,000
+6.0%
126,721
+5.1%
2.00%
+0.9%
Q4 2017$16,954,000
+6.9%
120,541
+0.9%
1.99%
+0.4%
Q3 2017$15,861,000
+3.7%
119,477
-0.8%
1.98%
-0.2%
Q2 2017$15,297,000
+7.0%
120,414
+2.4%
1.98%
+1.4%
Q1 2017$14,302,000
+10.7%
117,559
+1.4%
1.96%
+0.2%
Q4 2016$12,918,000
+8.3%
115,880
+9.1%
1.95%
+3.6%
Q3 2016$11,923,000
+10.7%
106,182
+5.6%
1.88%
+6.6%
Q2 2016$10,775,000
+13.1%
100,512
+10.4%
1.77%
+14.2%
Q1 2016$9,523,000
-41.7%
91,036
-40.7%
1.55%
-42.5%
Q4 2015$16,324,000
+70.1%
153,433
+71.1%
2.69%
+93.9%
Q3 2015$9,598,0000.0%89,6600.0%1.39%0.0%
Q2 2015$9,598,000
-6.7%
89,660
-8.8%
1.39%
+288.0%
Q1 2015$10,284,000
-18.2%
98,306
-18.4%
0.36%
-40.8%
Q4 2014$12,579,000
+26.0%
120,503
+20.3%
0.60%
-7.2%
Q3 2014$9,981,000
-1.5%
100,136
-2.3%
0.65%
-9.3%
Q2 2014$10,136,000
+14.4%
102,490
+8.2%
0.72%
-1.1%
Q1 2014$8,857,000
+65.1%
94,743
+64.4%
0.73%
+64.9%
Q4 2013$5,364,000
+61.0%
57,643
+46.4%
0.44%
+49.0%
Q3 2013$3,331,000
+1.1%
39,367
-6.6%
0.30%
-3.0%
Q2 2013$3,295,00042,1660.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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