DIVIDEND ASSETS CAPITAL, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
DIVIDEND ASSETS CAPITAL, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$283
-4.1%
1,0410.0%0.06%
-3.3%
Q2 2023$295
+32.9%
1,0410.0%0.06%
+29.8%
Q1 2023$2220.0%1,0410.0%0.05%0.0%
Q4 2022$222
-99.9%
1,041
-1.4%
0.05%
-9.6%
Q3 2022$226,000
-3.8%
1,0560.0%0.05%
+2.0%
Q2 2022$235,000
-6.7%
1,056
+20.7%
0.05%
+6.2%
Q1 2022$252,000
-10.3%
8750.0%0.05%
-7.7%
Q4 2021$281,000
+7.7%
875
-2.8%
0.05%
-1.9%
Q3 2021$261,000
+0.8%
900
-0.3%
0.05%
+3.9%
Q2 2021$259,000
+12.1%
903
+0.3%
0.05%
+15.9%
Q1 2021$231,000
+0.9%
900
-0.4%
0.04%0.0%
Q4 2020$229,000
+11.7%
904
+0.4%
0.04%
-10.2%
Q3 2020$205,000
+12.6%
9000.0%0.05%
+28.9%
Q2 2020$182,000
-52.0%
900
-62.8%
0.04%
-59.1%
Q1 2020$379,000
-13.9%
2,4180.0%0.09%
+31.0%
Q4 2019$440,000
+7.3%
2,418
-2.0%
0.07%
+7.6%
Q3 2019$410,000
+1.7%
2,4680.0%0.07%
+3.1%
Q2 2019$403,000
-5.2%
2,468
-9.2%
0.06%
-7.2%
Q1 2019$425,000
+16.4%
2,7180.0%0.07%
+7.8%
Q4 2018$365,000
-16.7%
2,7180.0%0.06%
+14.3%
Q3 2018$438,000
+88.8%
2,718
+75.4%
0.06%
+86.7%
Q2 2018$232,000
-25.6%
1,550
-29.5%
0.03%
+100.0%
Q1 2018$312,000
+1.0%
2,2000.0%0.02%
+7.1%
Q4 2017$309,000
-5.5%
2,200
-10.7%
0.01%
+7.7%
Q3 2017$327,000
+4.5%
2,4640.0%0.01%
+8.3%
Q2 2017$313,0002,4640.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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