DONALDSON CAPITAL MANAGEMENT, LLC - 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
DONALDSON CAPITAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,713,736
+1.9%
13,638
+5.8%
0.18%
+5.4%
Q2 2023$3,646,021
+16.2%
12,885
+2.4%
0.17%
+12.2%
Q1 2023$3,137,924
+9.3%
12,580
-6.6%
0.15%
+5.7%
Q4 2022$2,870,195
-3.9%
13,468
-3.5%
0.14%
-14.6%
Q3 2022$2,987,000
-5.8%
13,961
-1.9%
0.16%
+0.6%
Q2 2022$3,171,000
-26.4%
14,226
-5.0%
0.16%
-16.8%
Q1 2022$4,308,000
-22.7%
14,979
-13.8%
0.20%
-20.0%
Q4 2021$5,574,000
+21.4%
17,371
+9.8%
0.24%
+5.6%
Q3 2021$4,591,000
+0.9%
15,823
-0.3%
0.23%
-0.4%
Q2 2021$4,552,000
+14.1%
15,870
+2.2%
0.23%
+6.4%
Q1 2021$3,990,000
+0.9%
15,521
-0.6%
0.22%
-6.4%
Q4 2020$3,956,000
+9.0%
15,617
-2.0%
0.23%
-4.5%
Q3 2020$3,628,000
+13.4%
15,938
+0.7%
0.24%
+5.6%
Q2 2020$3,198,000
+26.3%
15,827
-2.1%
0.23%
+5.0%
Q1 2020$2,533,000
-11.3%
16,166
+3.1%
0.22%
+14.5%
Q4 2019$2,857,000
-3.6%
15,682
-12.0%
0.19%
-12.3%
Q3 2019$2,964,000
-4.1%
17,824
-5.8%
0.22%
-14.1%
Q2 2019$3,091,000
-30.9%
18,920
-33.8%
0.26%
-35.7%
Q1 2019$4,473,000
+24.7%
28,594
+7.1%
0.40%
+9.0%
Q4 2018$3,586,000
-14.0%
26,693
+3.1%
0.36%
+0.3%
Q3 2018$4,169,000
+16.0%
25,887
+7.9%
0.36%
+4.0%
Q2 2018$3,593,000
+9.8%
23,981
+4.0%
0.35%
+8.7%
Q1 2018$3,272,000
+3.2%
23,063
+2.3%
0.32%
+7.0%
Q4 2017$3,170,000
+23.2%
22,540
+16.3%
0.30%
+11.5%
Q3 2017$2,573,000
+15.3%
19,385
+10.3%
0.27%
+6.7%
Q2 2017$2,232,000
+28.2%
17,573
+22.8%
0.25%
+25.2%
Q1 2017$1,741,000
+31.3%
14,314
+20.3%
0.20%
+23.9%
Q4 2016$1,326,000
+1.7%
11,896
+2.5%
0.16%
-5.8%
Q3 2016$1,304,000
+19.6%
11,609
+14.2%
0.17%
+14.6%
Q2 2016$1,090,000
-1.8%
10,169
-2.5%
0.15%
-5.6%
Q1 2016$1,110,000
+60.2%
10,425
+60.1%
0.16%
+58.4%
Q4 2015$693,000
+42.6%
6,511
+34.5%
0.10%
+38.4%
Q3 2015$486,0004,8410.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders