Diversified Trust Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Diversified Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$1,747,218
+30.9%
5,620
+14.6%
0.06%
+15.7%
Q3 2023$1,335,135
-3.3%
4,903
+0.5%
0.05%
+2.0%
Q2 2023$1,380,278
+31.7%
4,878
+16.1%
0.05%
+22.0%
Q1 2023$1,048,396
+120961.9%
4,203
+3.4%
0.04%
+13.9%
Q4 2022$866
-99.9%
4,064
+24.8%
0.04%
+12.5%
Q3 2022$697,000
-4.0%
3,2560.0%0.03%
+6.7%
Q2 2022$726,000
-22.4%
3,2560.0%0.03%
-9.1%
Q1 2022$936,000
-10.4%
3,2560.0%0.03%
-2.9%
Q4 2021$1,045,000
+7.3%
3,256
-3.0%
0.03%
-2.9%
Q3 2021$974,000
+48.2%
3,356
+46.4%
0.04%
+45.8%
Q2 2021$657,000
+11.5%
2,2920.0%0.02%
+4.3%
Q1 2021$589,000
+1.4%
2,2920.0%0.02%
-4.2%
Q4 2020$581,000
+16.2%
2,292
+4.3%
0.02%
+4.3%
Q3 2020$500,000
+4.4%
2,197
-7.2%
0.02%
-4.2%
Q2 2020$479,000
+39.2%
2,367
+7.7%
0.02%
+20.0%
Q1 2020$344,000
-14.0%
2,1970.0%0.02%
+11.1%
Q4 2019$400,000
+9.6%
2,1970.0%0.02%
+5.9%
Q3 2019$365,000
-81.4%
2,197
-81.8%
0.02%
-81.7%
Q2 2019$1,967,000
+460.4%
12,039
+436.5%
0.09%
+447.1%
Q1 2019$351,000
-13.5%
2,244
-25.8%
0.02%
-26.1%
Q4 2018$406,000
-20.5%
3,025
-4.6%
0.02%
-8.0%
Q3 2018$511,000
+7.6%
3,1720.0%0.02%
-16.7%
Q2 2018$475,000
+1.7%
3,172
-3.7%
0.03%0.0%
Q1 2018$467,000
-8.6%
3,294
-9.3%
0.03%
-3.2%
Q4 2017$511,000
+5.8%
3,632
-0.2%
0.03%
-16.2%
Q3 2017$483,000
-14.8%
3,638
-18.4%
0.04%
-19.6%
Q2 2017$567,000
-15.6%
4,460
-19.2%
0.05%
-11.5%
Q1 2017$672,000
+8.2%
5,521
-0.9%
0.05%
-1.9%
Q4 2016$621,000
-4.5%
5,570
-3.8%
0.05%
-30.3%
Q3 2016$650,000
+24.5%
5,788
+18.9%
0.08%
+26.7%
Q2 2016$522,000
+68.9%
4,869
+68.0%
0.06%
+76.5%
Q1 2016$309,0002,8980.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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