HARBOR INVESTMENT ADVISORY, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,415,900
-6.2%
27,233
-2.5%
0.97%
-11.8%
Q2 2023$7,906,847
+12.6%
27,943
-0.7%
1.10%
+5.0%
Q1 2023$7,022,558
+22.6%
28,153
+4.7%
1.05%
+17.2%
Q4 2022$5,729,084
+9.9%
26,883
+10.3%
0.90%
+4.2%
Q3 2022$5,215,000
+4.4%
24,373
+8.7%
0.86%
+7.2%
Q2 2022$4,997,000
-18.9%
22,419
+4.6%
0.80%
-2.0%
Q1 2022$6,162,000
+2.3%
21,427
+14.2%
0.82%
+7.2%
Q4 2021$6,021,000
+15.1%
18,763
+4.1%
0.76%
+7.5%
Q3 2021$5,231,000
+14.5%
18,029
+13.2%
0.71%
+14.5%
Q2 2021$4,567,000
+16.6%
15,924
+4.5%
0.62%
+5.1%
Q1 2021$3,916,000
+0.8%
15,234
-0.6%
0.59%
-5.3%
Q4 2020$3,884,000
+23.5%
15,330
+11.0%
0.62%
+3.3%
Q3 2020$3,144,000
+13.8%
13,811
+1.0%
0.60%
+2.7%
Q2 2020$2,762,000
+39.4%
13,668
+8.1%
0.59%
+9.9%
Q1 2020$1,982,000
+7.3%
12,649
+24.8%
0.53%
+25.4%
Q4 2019$1,847,00010,1370.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders