Freestone Capital Holdings, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Freestone Capital Holdings, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$224,947
-37.7%
826
-35.3%
0.01%
-20.0%
Q2 2023$361,074
+13.4%
1,2760.0%0.02%
+7.1%
Q1 2023$318,297
+15.2%
1,276
-1.5%
0.01%
+7.7%
Q4 2022$276,198
-35.0%
1,296
-34.7%
0.01%
-31.6%
Q3 2022$425,000
-16.3%
1,985
-12.8%
0.02%0.0%
Q2 2022$508,000
-14.0%
2,277
+10.8%
0.02%
-20.8%
Q1 2022$591,000
-84.1%
2,055
-82.2%
0.02%
-84.7%
Q4 2021$3,714,000
+16.7%
11,574
+5.5%
0.16%
-1.9%
Q3 2021$3,183,000
+2.9%
10,971
+1.7%
0.16%
+3.2%
Q2 2021$3,093,000
+17.3%
10,784
+5.2%
0.16%
+8.4%
Q1 2021$2,636,000
-99.9%
10,255
+7.8%
0.14%
+1.4%
Q4 2020$2,409,770,000
+11.3%
9,5120.0%0.14%0.0%
Q3 2020$2,165,026,000
+112544.4%
9,5120.0%0.14%
+513.0%
Q2 2020$1,922,000
+32.3%
9,512
+2.6%
0.02%
-25.8%
Q1 2020$1,453,000
-14.0%
9,2700.0%0.03%
-11.4%
Q4 2019$1,689,000
+9.6%
9,2700.0%0.04%
-5.4%
Q3 2019$1,541,000
+1.7%
9,2700.0%0.04%
-5.1%
Q2 2019$1,515,000
+4.5%
9,2700.0%0.04%
-54.7%
Q1 2019$1,450,000
+16.5%
9,2700.0%0.09%
+2.4%
Q4 2018$1,245,0009,2700.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders