Capital Directions Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$186,045
-15.8%
8730.07%
-18.8%
Q3 2022$221,000
-14.0%
0
-100.0%
0.08%0.0%
Q2 2022$257,000
-75.2%
1,154
-68.0%
0.08%
-73.0%
Q1 2022$1,037,000
-10.4%
3,606
-0.1%
0.32%
-6.0%
Q4 2021$1,158,000
+503.1%
3,609
+444.3%
0.34%
+467.8%
Q3 2021$192,000
-84.0%
663
-84.1%
0.06%
-83.6%
Q2 2021$1,197,000
+914.4%
4,174
+456.5%
0.36%
+620.0%
Q1 2020$118,000
-13.9%
7500.0%0.05%
+13.6%
Q4 2019$137,000
+9.6%
7500.0%0.04%
+7.3%
Q3 2019$125,000
+1.6%
7500.0%0.04%
-4.7%
Q2 2019$123,000
-0.8%
750
-5.7%
0.04%
+4.9%
Q1 2019$124,000
+15.9%
7950.0%0.04%
+10.8%
Q4 2018$107,0007950.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders