West Oak Capital, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

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 Q1 2022
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders