Ballentine Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 2,073 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.38 and the average weighting 1.6%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,838,259
+8.7%
4,9150.0%0.03%
+6.2%
Q1 2024$1,691,743
+10.7%
4,9150.0%0.03%
+3.2%
Q4 2023$1,527,975
+14.8%
4,915
+0.6%
0.03%0.0%
Q3 2023$1,330,779
-3.8%
4,8870.0%0.03%
-3.1%
Q2 2023$1,382,826
+22.6%
4,887
+8.1%
0.03%
+14.3%
Q1 2023$1,127,718
+22.8%
4,521
+4.9%
0.03%
+3.7%
Q4 2022$918,504
-12.5%
4,310
-12.2%
0.03%
-25.0%
Q3 2022$1,050,000
-4.0%
4,9100.0%0.04%
-7.7%
Q2 2022$1,094,000
-22.5%
4,9100.0%0.04%
-11.4%
Q1 2022$1,412,000
-10.5%
4,910
-0.1%
0.04%
-6.4%
Q4 2021$1,578,000
+10.7%
4,917
+0.1%
0.05%
-2.1%
Q3 2021$1,425,000
+1.2%
4,9100.0%0.05%
-2.0%
Q2 2021$1,408,000
+11.6%
4,9100.0%0.05%
+4.3%
Q1 2021$1,262,000
+1.4%
4,9100.0%0.05%
-4.1%
Q4 2020$1,244,000
+11.3%
4,9100.0%0.05%0.0%
Q3 2020$1,118,000
+12.7%
4,9100.0%0.05%
+4.3%
Q2 2020$992,000
+10.2%
4,910
-14.5%
0.05%
-9.6%
Q1 2020$900,000
+0.7%
5,742
+16.9%
0.05%
+26.8%
Q4 2019$894,000
+9.6%
4,9100.0%0.04%
+7.9%
Q3 2019$816,000
-19.2%
4,910
-20.6%
0.04%
-20.8%
Q2 2019$1,010,000
+4.4%
6,1800.0%0.05%
-4.0%
Q1 2019$967,000
+23.3%
6,180
+5.8%
0.05%
+11.1%
Q4 2018$784,000
-2.1%
5,839
+17.4%
0.04%
+7.1%
Q3 2018$801,000
+24.0%
4,972
+15.4%
0.04%
+16.7%
Q2 2018$646,000
+5.6%
4,3100.0%0.04%
+5.9%
Q1 2018$612,000
+1.0%
4,3100.0%0.03%
+3.0%
Q4 2017$606,000
+4.1%
4,310
-1.7%
0.03%
+3.1%
Q3 2017$582,000
+0.7%
4,384
-0.7%
0.03%
-23.8%
Q2 2017$578,000
-23.2%
4,414
-28.7%
0.04%
-20.8%
Q1 2017$753,000
+53.0%
6,189
+40.2%
0.05%
+39.5%
Q4 2016$492,000
+1.0%
4,414
+1.7%
0.04%
-5.0%
Q3 2016$487,000
+4.7%
4,3400.0%0.04%
+2.6%
Q2 2016$465,000
+0.6%
4,3400.0%0.04%
-4.9%
Q1 2016$462,000
-5.7%
4,340
-5.8%
0.04%
-14.6%
Q4 2015$490,000
+12.6%
4,608
+6.2%
0.05%
+4.3%
Q3 2015$435,000
-6.5%
4,3400.0%0.05%
+2.2%
Q2 2015$465,000
+2.4%
4,3400.0%0.04%0.0%
Q1 2015$454,000
+0.2%
4,3400.0%0.04%
-13.5%
Q4 2014$453,000
+4.6%
4,3400.0%0.05%
+2.0%
Q3 2014$433,000
+0.9%
4,3400.0%0.05%0.0%
Q2 2014$429,000
+5.7%
4,3400.0%0.05%
+6.2%
Q1 2014$406,000
+0.5%
4,3400.0%0.05%
+6.7%
Q4 2013$404,000
+10.1%
4,3400.0%0.04%0.0%
Q3 2013$367,000
+8.3%
4,3400.0%0.04%
-2.2%
Q2 2013$339,0004,3400.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders