BANK OF STOCKTON - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
BANK OF STOCKTON ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$236,694
-9.6%
905
-2.2%
0.09%
-2.2%
Q2 2023$261,738
+13.4%
9250.0%0.09%
+12.5%
Q1 2023$230,732
-25.6%
925
-36.2%
0.08%
-33.3%
Q3 2022$310,000
-4.0%
1,4500.0%0.12%
-0.8%
Q2 2022$323,000
-22.5%
1,4500.0%0.12%
-6.9%
Q1 2022$417,000
-16.1%
1,450
-6.5%
0.13%
-11.0%
Q4 2021$497,000
+3.8%
1,550
-6.1%
0.15%
-0.7%
Q3 2021$479,000
+1.3%
1,6500.0%0.15%
+2.8%
Q2 2021$473,000
+11.6%
1,6500.0%0.14%
+1.4%
Q1 2021$424,000
-4.3%
1,650
-5.7%
0.14%
-17.1%
Q4 2020$443,000
+11.3%
1,7500.0%0.17%
+2.4%
Q3 2020$398,000
+12.7%
1,7500.0%0.17%
+8.5%
Q2 2020$353,000
+28.8%
1,7500.0%0.15%
+2.0%
Q1 2020$274,000
-13.8%
1,7500.0%0.15%
+11.1%
Q4 2019$318,000
+9.7%
1,7500.0%0.14%
+6.3%
Q3 2019$290,000
+1.8%
1,7500.0%0.13%
-12.4%
Q2 2019$285,000
+4.4%
1,7500.0%0.14%
+3.6%
Q1 2019$273,0001,7500.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders