Roundview Capital 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
Roundview Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$295,729
-3.2%
1,086
+0.6%
0.03%0.0%
Q2 2023$305,597
+9.4%
1,080
-3.6%
0.03%
+3.4%
Q1 2023$279,373
+18.5%
1,120
+1.3%
0.03%
+7.4%
Q4 2022$235,700
+3.8%
1,106
+4.4%
0.03%
-6.9%
Q3 2022$227,000
-3.8%
1,0590.0%0.03%
+3.6%
Q2 2022$236,000
-22.6%
1,059
-0.1%
0.03%
-9.7%
Q1 2022$305,000
-10.6%
1,060
-0.3%
0.03%
-8.8%
Q4 2021$341,000
-48.0%
1,063
-53.0%
0.03%
-52.8%
Q3 2021$656,000
+13.1%
2,260
+11.7%
0.07%
+10.8%
Q2 2021$580,000
+13.1%
2,023
+1.4%
0.06%0.0%
Q1 2021$513,000
+1.4%
1,9960.0%0.06%
-5.8%
Q4 2020$506,000
+11.5%
1,9960.0%0.07%
-2.8%
Q3 2020$454,000
+12.7%
1,996
+0.2%
0.07%
+4.4%
Q2 2020$403,000
+49.3%
1,992
+15.4%
0.07%
+19.3%
Q1 2020$270,000
-14.0%
1,7260.0%0.06%
-5.0%
Q4 2019$314,000
+9.4%
1,7260.0%0.06%
-3.2%
Q3 2019$287,000
+1.8%
1,7260.0%0.06%
-3.1%
Q2 2019$282,000
+4.8%
1,726
+0.4%
0.06%0.0%
Q1 2019$269,000
+24.0%
1,719
+6.6%
0.06%
+4.9%
Q4 2018$217,000
-23.3%
1,612
-8.3%
0.06%
-12.9%
Q3 2018$283,000
+7.6%
1,7570.0%0.07%
+1.4%
Q2 2018$263,000
+5.6%
1,7570.0%0.07%
-1.4%
Q1 2018$249,000
+0.8%
1,7570.0%0.07%
+9.4%
Q4 2017$247,0001,7570.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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