Mechanics Bank Trust Department - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 733 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 1.3%.

Quarter-by-quarter ownership
Mechanics Bank Trust Department ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,427,877
-6.2%
49,311
-2.5%
2.24%
-1.8%
Q2 2023$14,308,154
+11.4%
50,566
-1.8%
2.28%
+5.6%
Q1 2023$12,848,155
+15.5%
51,508
-1.3%
2.16%
+12.4%
Q4 2022$11,126,472
+0.5%
52,210
+0.9%
1.92%
-8.2%
Q3 2022$11,070,000
-4.0%
51,7410.0%2.09%
+1.9%
Q2 2022$11,532,000
-23.0%
51,741
-0.7%
2.06%
-11.3%
Q1 2022$14,981,000
-12.5%
52,092
-2.4%
2.32%
-8.5%
Q4 2021$17,128,000
+9.3%
53,372
-1.2%
2.53%
-0.2%
Q3 2021$15,677,000
-1.9%
54,027
-3.0%
2.54%
-3.3%
Q2 2021$15,982,000
+7.0%
55,724
-4.1%
2.62%
+1.9%
Q1 2021$14,934,000
-4.0%
58,099
-5.4%
2.57%
-8.0%
Q4 2020$15,554,000
+11.3%
61,395
-0.0%
2.80%
+0.9%
Q3 2020$13,980,000
+8.9%
61,420
-3.3%
2.77%
+3.1%
Q2 2020$12,837,000
+30.0%
63,520
+0.8%
2.69%
+11.6%
Q1 2020$9,875,000
-14.8%
63,020
-0.9%
2.41%
+6.1%
Q4 2019$11,587,000
+6.6%
63,610
-2.7%
2.27%
+4.0%
Q3 2019$10,871,000
+1.2%
65,380
-0.6%
2.18%
-10.1%
Q2 2019$10,746,000
+0.1%
65,765
-4.1%
2.43%
-0.8%
Q1 2019$10,732,000
+14.2%
68,610
-1.9%
2.45%
+3.0%
Q4 2018$9,396,000
-17.2%
69,945
-0.7%
2.38%
-2.0%
Q3 2018$11,346,000
+2.8%
70,450
-4.3%
2.42%
-3.8%
Q2 2018$11,033,000
+0.2%
73,643
-5.1%
2.52%
-2.4%
Q1 2018$11,012,000
+1.0%
77,614
+0.1%
2.58%
+4.9%
Q4 2017$10,904,000
+2.2%
77,520
-3.5%
2.46%
-3.1%
Q3 2017$10,665,000
+2.8%
80,335
-1.6%
2.54%
+2.7%
Q2 2017$10,375,000
+2.7%
81,665
-1.6%
2.48%
+0.4%
Q1 2017$10,101,000
+5.1%
83,025
-3.7%
2.47%
+6.1%
Q4 2016$9,610,000
-2.6%
86,210
-1.9%
2.33%
-3.3%
Q3 2016$9,866,00087,8592.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders