Portland Global Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Portland Global Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$240
-3.6%
8800.0%0.04%
-2.4%
Q2 2023$249
+13.2%
8800.0%0.04%
+7.9%
Q1 2023$220
-99.9%
8800.0%0.04%
-11.6%
Q1 2022$253,000
-27.1%
880
-18.5%
0.04%
-25.9%
Q4 2021$347,000
+2.4%
1,080
-7.7%
0.06%
-7.9%
Q3 2021$339,000
+0.9%
1,1700.0%0.06%
-3.1%
Q2 2021$336,000
+11.6%
1,1700.0%0.06%
+1.6%
Q1 2021$301,000
+1.7%
1,1700.0%0.06%
-11.1%
Q4 2020$296,000
+11.3%
1,1700.0%0.07%
-6.5%
Q3 2020$266,000
+12.7%
1,1700.0%0.08%
+1.3%
Q2 2020$236,000
-15.7%
1,170
-34.4%
0.08%
-29.6%
Q1 2020$280,000
-28.4%
1,784
-16.9%
0.11%
-6.9%
Q4 2019$391,000
+9.5%
2,1480.0%0.12%
-2.5%
Q3 2019$357,000
+1.7%
2,1480.0%0.12%
+1.7%
Q2 2019$351,0002,1480.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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