Aureus Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Aureus Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,200,518
-20.6%
8,081
-17.5%
0.18%
-14.9%
Q2 2023$2,772,316
+13.4%
9,798
+0.0%
0.21%
+7.8%
Q1 2023$2,443,801
+17.1%
9,7970.0%0.19%
+7.2%
Q4 2022$2,087,767
-0.4%
9,797
+0.0%
0.18%
-1.6%
Q3 2022$2,096,000
-4.0%
9,7960.0%0.18%
+4.0%
Q2 2022$2,183,000
-22.5%
9,796
+0.0%
0.18%
-5.9%
Q1 2022$2,817,000
-10.4%
9,7950.0%0.19%
-3.6%
Q4 2021$3,143,000
+10.6%
9,7950.0%0.19%
+3.7%
Q3 2021$2,842,000
+1.2%
9,795
+0.0%
0.19%
+3.3%
Q2 2021$2,809,000
+11.6%
9,7940.0%0.18%
-7.2%
Q1 2021$2,517,000
+1.5%
9,794
+0.0%
0.20%
-6.7%
Q4 2020$2,481,000
-8.1%
9,793
-17.5%
0.21%
-18.4%
Q3 2020$2,701,000
+12.6%
11,8680.0%0.26%
-1.9%
Q2 2020$2,398,000
+29.0%
11,868
+0.0%
0.26%
+1.2%
Q1 2020$1,859,000
-14.0%
11,867
+0.0%
0.26%
+6.6%
Q4 2019$2,162,000
+12.1%
11,866
+2.3%
0.24%
+0.8%
Q3 2019$1,929,000
+1.8%
11,6000.0%0.24%
+3.0%
Q2 2019$1,895,000
+4.5%
11,6000.0%0.23%
-2.9%
Q1 2019$1,814,000
+16.4%
11,6000.0%0.24%
-2.0%
Q4 2018$1,558,000
-16.6%
11,6000.0%0.24%
+2.9%
Q3 2018$1,868,000
-7.4%
11,600
-13.9%
0.24%
-14.1%
Q2 2018$2,018,000
+5.6%
13,4700.0%0.28%
-3.5%
Q1 2018$1,911,000
-32.7%
13,470
-33.2%
0.29%
-34.6%
Q4 2017$2,838,000
+6.0%
20,1750.0%0.44%
+3.8%
Q3 2017$2,678,000
+4.5%
20,1750.0%0.42%
-1.9%
Q2 2017$2,563,000
+1.0%
20,1750.0%0.43%
-2.0%
Q1 2017$2,537,000
+12.8%
20,1750.0%0.44%
-0.2%
Q4 2016$2,249,000
-9.0%
20,175
-8.3%
0.44%
-10.7%
Q3 2016$2,471,00022,0050.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 93,208$28,976,41819.62%
McAlister, Sweet & Associates, Inc. 34,017$10,575,2059.82%
GoalVest Advisory LLC 70,143$21,806,0879.59%
Dentgroup LLC 20,974$6,520,3525.79%
FC Advisory LLC 40,783$12,678,7094.90%
GILL CAPITAL PARTNERS, LLC 34,372$10,685,5984.50%
CATALYST PRIVATE WEALTH, LLC 13,596$4,226,8031.98%
Agate Pass Investment Management, LLC 7,250$2,253,8801.31%
High Net Worth Advisory Group LLC 9,096$2,828,7051.05%
Compass Financial Group, INC/SD 9,305$2,892,6600.76%
View complete list of VANGUARD INDEX FDS shareholders