JOYN Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 599 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.80 and the average weighting 1.3%.

Quarter-by-quarter ownership
JOYN Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2020$32,300,000
-28.4%
206,142
-16.8%
10.75%
+11.2%
Q4 2019$45,134,000
+7.5%
247,756
-1.9%
9.66%
+4.2%
Q3 2019$41,983,000
+2.2%
252,487
-2.3%
9.28%
+0.4%
Q2 2019$41,082,000
-6.0%
258,343
-7.5%
9.24%
-8.1%
Q1 2019$43,686,000
+14.5%
279,285
-1.6%
10.05%
+16.2%
Q4 2018$38,144,000
-23.2%
283,955
-8.0%
8.65%
-7.2%
Q3 2018$49,691,000
+8.5%
308,564
+0.9%
9.33%
-4.8%
Q2 2018$45,805,000
+13.7%
305,751
+7.6%
9.80%
+13.6%
Q1 2018$40,301,000
+10.4%
284,051
+9.5%
8.63%
+11.2%
Q4 2017$36,491,000
+11.7%
259,445
+5.4%
7.76%
-14.3%
Q3 2017$32,673,000
+17.3%
246,126
+12.3%
9.06%
+10.2%
Q2 2017$27,848,000
+63.2%
219,204
+56.3%
8.22%
+47.6%
Q1 2017$17,065,000
+21.0%
140,271
+10.9%
5.57%
+13.4%
Q4 2016$14,102,000
+15.3%
126,494
+16.1%
4.91%
+14.5%
Q3 2016$12,234,000
+23.4%
108,949
+17.8%
4.29%
+13.7%
Q2 2016$9,913,000
+82508.3%
92,474
+63675.2%
3.77%
+62750.0%
Q3 2013$12,0001450.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2017
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders