ELM ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 463 filers reported holding VANGUARD INDEX FDS in Q3 2016. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.

Quarter-by-quarter ownership
ELM ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$273,000
+10.5%
8500.0%0.15%
+2.7%
Q3 2021$247,000
-2.0%
850
-3.4%
0.15%0.0%
Q2 2021$252,000
+11.5%
8800.0%0.15%
+5.0%
Q1 2021$226,000
+85.2%
880
+83.3%
0.14%
+90.5%
Q4 2020$122,000
-59.7%
480
-68.0%
0.07%
-65.4%
Q2 2020$303,0000.0%1,500
-22.5%
0.21%
-13.7%
Q1 2020$303,000
-9.3%
1,935
+5.4%
0.25%
+18.1%
Q4 2019$334,000
+9.5%
1,8350.0%0.21%
+1.4%
Q3 2019$305,000
+1.7%
1,8350.0%0.21%
+1.0%
Q2 2019$300,000
+4.5%
1,8350.0%0.20%
+2.0%
Q1 2019$287,000
+16.7%
1,8350.0%0.20%
+1.5%
Q4 2018$246,000
-16.9%
1,8350.0%0.20%0.0%
Q3 2018$296,000
+7.6%
1,8350.0%0.20%
-6.2%
Q2 2018$275,000
+5.8%
1,8350.0%0.21%
+5.0%
Q1 2018$260,000
+0.8%
1,8350.0%0.20%
+4.7%
Q4 2017$258,000
-5.1%
1,835
-10.5%
0.19%
-10.7%
Q3 2017$272,000
-12.5%
2,050
-16.3%
0.22%
-15.7%
Q2 2017$311,000
+4.4%
2,4500.0%0.26%
+2.4%
Q1 2017$298,000
+9.2%
2,4500.0%0.25%
+1.2%
Q4 2016$273,000
-0.7%
2,4500.0%0.25%
-3.5%
Q3 2016$275,000
+4.6%
2,4500.0%0.26%
+2.0%
Q2 2016$263,000
+0.8%
2,4500.0%0.25%
-1.2%
Q1 2016$261,0000.0%2,4500.0%0.25%
-1.6%
Q4 2015$261,000
+6.1%
2,4500.0%0.26%
+0.8%
Q3 2015$246,000
-6.1%
2,4500.0%0.26%
+3.7%
Q2 2015$262,000
+2.3%
2,4500.0%0.25%
+4.2%
Q1 2015$256,0000.0%2,4500.0%0.24%
+0.9%
Q4 2014$256,000
+4.9%
2,4500.0%0.23%
+1.3%
Q3 2014$244,000
+0.8%
2,4500.0%0.23%
+2.2%
Q2 2014$242,000
+5.7%
2,4500.0%0.23%
+2.3%
Q1 2014$229,000
+0.4%
2,4500.0%0.22%0.0%
Q4 2013$228,0002,4500.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2016
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders