Birch Hill Investment Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
Birch Hill Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$201,000
-38.2%
885
-50.4%
0.01%
-38.1%
Q4 2019$325,000
+26.0%
1,785
+15.2%
0.02%
+10.5%
Q3 2019$258,000
+2.0%
1,5500.0%0.02%0.0%
Q2 2019$253,000
+4.5%
1,5500.0%0.02%
+5.6%
Q1 2019$242,000
-1.6%
1,550
+1.6%
0.02%0.0%
Q3 2018$246,000
+7.9%
1,5250.0%0.02%0.0%
Q2 2018$228,000
+5.6%
1,5250.0%0.02%0.0%
Q1 2018$216,000
-0.5%
1,525
-1.3%
0.02%0.0%
Q4 2017$217,0001,5450.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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