VISTA CAPITAL PARTNERS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
VISTA CAPITAL PARTNERS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$70,235,450
-7.0%
257,925
-3.4%
10.50%
+0.2%
Q2 2023$75,557,488
+11.5%
267,025
-1.7%
10.48%
+4.8%
Q1 2023$67,788,276
+17.0%
271,762
-0.0%
10.00%
+10.7%
Q4 2022$57,942,866
-0.4%
271,892
-0.0%
9.03%
-9.0%
Q3 2022$58,191,000
-4.1%
271,986
-0.1%
9.92%
+0.5%
Q2 2022$60,677,000
-23.0%
272,228
-0.7%
9.88%
-3.3%
Q1 2022$78,816,000
-9.9%
274,048
+0.6%
10.21%
-7.7%
Q4 2021$87,431,000
+7.4%
272,457
-2.9%
11.06%
-5.4%
Q3 2021$81,396,000
-1.0%
280,510
-2.1%
11.70%
-1.7%
Q2 2021$82,184,000
+8.6%
286,545
-2.7%
11.89%
+1.4%
Q1 2021$75,669,000
-5.5%
294,385
-6.9%
11.73%
-11.6%
Q4 2020$80,084,000
+1.5%
316,112
-8.8%
13.27%
-7.3%
Q3 2020$78,915,000
+8.3%
346,714
-3.8%
14.31%
+0.9%
Q2 2020$72,836,000
+24.0%
360,413
-3.8%
14.18%
+1.8%
Q1 2020$58,728,000
-17.0%
374,804
-3.6%
13.93%
+5.1%
Q4 2019$70,798,000
+7.2%
388,639
-2.1%
13.25%
+1.2%
Q3 2019$66,017,000
+0.3%
397,025
-1.4%
13.09%
+0.1%
Q2 2019$65,792,000
+1.3%
402,666
-3.0%
13.08%
-2.1%
Q1 2019$64,961,000
+14.9%
415,303
-1.3%
13.37%
+0.9%
Q4 2018$56,543,000
-16.6%
420,926
+0.0%
13.24%
-4.8%
Q3 2018$67,767,000
+4.2%
420,810
-3.0%
13.91%
-1.5%
Q2 2018$65,011,000
+3.5%
433,963
-2.0%
14.11%
-1.4%
Q1 2018$62,830,000
-1.5%
442,842
-2.3%
14.32%
-0.9%
Q4 2017$63,759,000
+4.5%
453,315
-1.4%
14.45%
-1.7%
Q3 2017$61,015,000
+2.2%
459,626
-2.2%
14.69%
-2.4%
Q2 2017$59,689,000
+3.0%
469,842
-1.3%
15.05%
+0.2%
Q1 2017$57,932,000
+6.8%
476,180
-2.2%
15.03%
+1.8%
Q4 2016$54,260,000
-1.7%
486,724
-1.0%
14.76%
-5.2%
Q3 2016$55,221,000
+3.5%
491,771
-1.2%
15.57%
-1.8%
Q2 2016$53,371,000
-0.4%
497,865
-1.1%
15.85%
-3.8%
Q1 2016$53,609,000
-0.5%
503,609
-0.6%
16.48%
-2.5%
Q4 2015$53,903,000
+4.1%
506,657
-1.9%
16.91%
-1.5%
Q3 2015$51,783,000
-6.5%
516,333
-0.2%
17.18%
-1.2%
Q2 2015$55,386,000
-0.9%
517,389
-3.2%
17.39%
+0.5%
Q1 2015$55,907,000
-2.0%
534,436
-2.2%
17.30%
-3.9%
Q4 2014$57,050,000
+3.6%
546,504
-1.1%
18.01%
-1.4%
Q3 2014$55,093,000
-2.9%
552,753
-3.7%
18.27%
-0.3%
Q2 2014$56,755,000
+6.6%
573,864
+0.7%
18.33%
-0.5%
Q1 2014$53,263,000
-1.1%
569,777
-1.6%
18.42%
-5.0%
Q4 2013$53,863,000
+7.5%
578,866
-2.2%
19.38%
+0.8%
Q3 2013$50,084,000
+6.4%
591,945
-1.7%
19.24%
+4.8%
Q2 2013$47,070,000602,30718.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders