Ashfield Capital Partners, 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
Ashfield Capital Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$615,000
-4.1%
2,8750.0%0.05%
+4.0%
Q2 2022$641,000
-22.5%
2,8750.0%0.05%
-5.7%
Q1 2022$827,000
-10.4%
2,8750.0%0.05%
-10.2%
Q4 2021$923,000
+10.7%
2,8750.0%0.06%0.0%
Q3 2021$834,000
+1.1%
2,8750.0%0.06%0.0%
Q2 2021$825,000
+11.6%
2,8750.0%0.06%0.0%
Q1 2021$739,000
+1.5%
2,8750.0%0.06%0.0%
Q4 2020$728,000
+11.3%
2,8750.0%0.06%0.0%
Q3 2020$654,000
+12.6%
2,8750.0%0.06%
+3.5%
Q2 2020$581,000
+29.1%
2,8750.0%0.06%
+3.6%
Q1 2020$450,000
-14.1%
2,8750.0%0.06%
+5.8%
Q4 2019$524,000
+9.6%
2,8750.0%0.05%0.0%
Q3 2019$478,000
-2.6%
2,875
-4.4%
0.05%0.0%
Q2 2019$491,000
+3.8%
3,008
-0.5%
0.05%0.0%
Q1 2019$473,000
+15.9%
3,023
-0.6%
0.05%
-1.9%
Q4 2018$408,000
-11.9%
3,040
+5.7%
0.05%
+1.9%
Q3 2018$463,000
+7.4%
2,8750.0%0.05%
-3.7%
Q2 2018$431,000
+5.6%
2,8750.0%0.05%
+1.9%
Q1 2018$408,000
+2.3%
2,875
+1.4%
0.05%
+3.9%
Q4 2017$399,000
+6.1%
2,8350.0%0.05%
+2.0%
Q3 2017$376,000
+4.4%
2,8350.0%0.05%
+2.0%
Q2 2017$360,000
+4.3%
2,8350.0%0.05%
+2.1%
Q1 2017$345,000
+9.2%
2,8350.0%0.05%
+54.8%
Q4 2016$316,000
-0.6%
2,8350.0%0.03%
+19.2%
Q3 2016$318,000
+18.7%
2,835
+13.4%
0.03%
+18.2%
Q2 2016$268,000
+0.8%
2,5000.0%0.02%
+15.8%
Q1 2016$266,0000.0%2,5000.0%0.02%
+5.6%
Q4 2015$266,000
+6.0%
2,5000.0%0.02%
+12.5%
Q3 2015$251,000
-6.3%
2,5000.0%0.02%
+6.7%
Q2 2015$268,000
+2.3%
2,5000.0%0.02%
+7.1%
Q1 2015$262,000
+0.4%
2,5000.0%0.01%
+7.7%
Q4 2014$261,000
+4.8%
2,5000.0%0.01%
+8.3%
Q3 2014$249,000
+0.8%
2,5000.0%0.01%0.0%
Q2 2014$247,000
+5.6%
2,5000.0%0.01%
+9.1%
Q1 2014$234,000
+0.4%
2,5000.0%0.01%0.0%
Q4 2013$233,000
+9.9%
2,5000.0%0.01%0.0%
Q3 2013$212,0002,5000.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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