West Oak Capital, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 362 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.67 and the average weighting 1.6%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$285
-99.9%
1,0480.0%0.14%
-2.1%
Q2 2023$296,542
+13.4%
1,0480.0%0.14%
+9.1%
Q1 2023$261,413
+117125.6%
1,0480.0%0.13%
+13.8%
Q4 2022$223
-99.9%
1,0480.0%0.12%
-4.1%
Q3 2022$224,000
-17.0%
1,048
-13.6%
0.12%
-14.8%
Q2 2022$270,000
-27.0%
1,213
-5.6%
0.14%
-15.0%
Q1 2022$370,000
-12.7%
1,285
-2.7%
0.17%
+7.1%
Q4 2021$424,000
+9.8%
1,320
-0.8%
0.16%
+4.0%
Q3 2021$386,000
+1.3%
1,3300.0%0.15%0.0%
Q2 2021$381,000
+11.4%
1,3300.0%0.15%
+2.7%
Q1 2021$342,000
+1.5%
1,3300.0%0.15%
-7.0%
Q4 2020$337,000
+11.2%
1,3300.0%0.16%
-6.0%
Q3 2020$303,000
+12.6%
1,3300.0%0.17%
+9.2%
Q2 2020$269,000
+29.3%
1,3300.0%0.15%
+7.7%
Q1 2020$208,000
-14.0%
1,3300.0%0.14%
+4.4%
Q4 2019$242,000
+9.5%
1,3300.0%0.14%
+4.6%
Q3 2019$221,000
+1.8%
1,3300.0%0.13%0.0%
Q2 2019$217,000
+4.3%
1,3300.0%0.13%0.0%
Q1 2019$208,000
-99.9%
1,3300.0%0.13%
+2.4%
Q4 2018$178,659,000
-36.4%
1,330
-23.7%
0.13%
-21.6%
Q3 2018$280,693,000
+48.1%
1,743
+37.8%
0.16%
+40.9%
Q2 2018$189,510,000
+9.9%
1,265
+4.1%
0.12%
+12.7%
Q1 2018$172,384,000
+10.0%
1,215
+3.0%
0.10%
+9.7%
Q3 2017$156,645,000
+4.5%
1,1800.0%0.09%
+2.2%
Q2 2017$149,907,000
+4.4%
1,1800.0%0.09%
+3.4%
Q1 2017$143,559,000
+9.1%
1,1800.0%0.09%0.0%
Q4 2016$131,546,000
-3.6%
1,180
-2.9%
0.09%
-6.4%
Q3 2016$136,432,000
+4.7%
1,2150.0%0.09%0.0%
Q2 2016$130,248,000
+0.7%
1,2150.0%0.09%
-6.0%
Q1 2016$129,337,000
+0.1%
1,2150.0%0.10%0.0%
Q4 2015$129,264,000
+6.1%
1,2150.0%0.10%
+2.0%
Q3 2015$121,852,000
-6.3%
1,2150.0%0.10%
+1.0%
Q2 2015$130,066,000
+4.5%
1,215
+2.1%
0.10%
+6.6%
Q1 2015$124,486,000
+0.2%
1,1900.0%0.09%
+1.1%
Q4 2014$124,224,000
+4.7%
1,1900.0%0.09%
+1.1%
Q3 2014$118,607,000
+0.8%
1,1900.0%0.09%
+4.7%
Q2 2014$117,691,000
+19.9%
1,190
+13.3%
0.08%
+18.1%
Q1 2014$98,154,000
+0.5%
1,0500.0%0.07%0.0%
Q4 2013$97,703,000
+10.0%
1,0500.0%0.07%
+2.9%
Q3 2013$88,841,000
+8.3%
1,0500.0%0.07%
+2.9%
Q2 2013$82,058,0001,0500.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2014
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders