Baker Ellis Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 917 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.

Quarter-by-quarter ownership
Baker Ellis Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2019$128,000
-22.9%
700
-30.0%
0.04%
-20.5%
Q3 2019$166,000
-21.7%
1,000
-23.1%
0.04%
-21.4%
Q2 2019$212,000
-9.8%
1,300
-13.3%
0.06%
-13.8%
Q1 2019$235,000
+3.1%
1,500
-11.8%
0.06%
-5.8%
Q4 2018$228,000
-29.2%
1,700
-15.0%
0.07%
-16.9%
Q3 2018$322,000
-4.5%
2,000
-11.0%
0.08%
-6.7%
Q2 2018$337,000
+5.6%
2,2470.0%0.09%
+6.0%
Q1 2018$319,000
+0.9%
2,2470.0%0.08%
+5.0%
Q4 2017$316,000
+6.0%
2,2470.0%0.08%
+1.3%
Q3 2017$298,0000.0%2,247
-4.1%
0.08%
-3.7%
Q2 2017$298,000
+4.6%
2,3440.0%0.08%
+1.2%
Q1 2017$285,000
-8.1%
2,344
-15.7%
0.08%
-11.0%
Q4 2016$310,000
-0.6%
2,7810.0%0.09%
-3.2%
Q3 2016$312,000
+2.3%
2,781
-2.2%
0.09%
-2.1%
Q2 2016$305,000
+103.3%
2,843
+101.8%
0.10%
+92.0%
Q1 2016$150,0000.0%1,4090.0%0.05%
-2.0%
Q4 2015$150,000
+6.4%
1,4090.0%0.05%
+2.0%
Q3 2015$141,000
-6.6%
1,4090.0%0.05%
-2.0%
Q2 2015$151,000
+2.7%
1,4090.0%0.05%
+8.5%
Q1 2015$147,000
+4.3%
1,409
+4.6%
0.05%0.0%
Q4 2014$141,000
+5.2%
1,3470.0%0.05%
+2.2%
Q3 2014$134,000
+0.8%
1,3470.0%0.05%
+2.2%
Q2 2014$133,0001,3470.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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