Roundview Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

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 2023
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 93,208$28,976,41819.62%
McAlister, Sweet & Associates, Inc. 34,017$10,575,2059.82%
GoalVest Advisory LLC 70,143$21,806,0879.59%
Dentgroup LLC 20,974$6,520,3525.79%
FC Advisory LLC 40,783$12,678,7094.90%
GILL CAPITAL PARTNERS, LLC 34,372$10,685,5984.50%
CATALYST PRIVATE WEALTH, LLC 13,596$4,226,8031.98%
Agate Pass Investment Management, LLC 7,250$2,253,8801.31%
High Net Worth Advisory Group LLC 9,096$2,828,7051.05%
Compass Financial Group, INC/SD 9,305$2,892,6600.76%
View complete list of VANGUARD INDEX FDS shareholders