Coe Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Coe Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$1,049,000
+1.9%
3,657
-8.7%
0.99%
-4.3%
Q1 2021$1,029,000
-5.1%
4,005
-6.4%
1.03%
-12.8%
Q4 2020$1,084,000
+10.7%
4,280
-0.5%
1.18%
-9.9%
Q3 2020$979,000
+11.1%
4,300
-1.4%
1.32%
+0.5%
Q2 2020$881,000
+31.1%
4,360
+1.6%
1.31%
+16.7%
Q1 2020$672,000
-18.2%
4,290
-5.0%
1.12%
+6.8%
Q4 2019$822,000
-16.8%
4,515
-24.0%
1.05%
-3.9%
Q3 2019$988,000
-0.2%
5,940
-2.0%
1.09%
-0.2%
Q2 2019$990,000
+1.5%
6,060
-2.8%
1.10%
-3.3%
Q1 2019$975,000
+19.8%
6,235
+2.9%
1.13%
+13.4%
Q4 2018$814,000
-20.4%
6,060
-4.6%
1.00%
-1.1%
Q3 2018$1,023,000
+26.0%
6,350
+17.2%
1.01%
+11.8%
Q2 2018$812,000
+5.6%
5,4200.0%0.90%
+8.3%
Q1 2018$769,000
-13.1%
5,420
-13.8%
0.83%
-10.8%
Q4 2017$885,000
+9.8%
6,290
+3.5%
0.94%
+11.7%
Q3 2017$806,000
+3.7%
6,075
-0.7%
0.84%
-5.3%
Q2 2017$777,000
+21.8%
6,115
+16.6%
0.88%
+15.0%
Q1 2017$638,000
+9.1%
5,2450.0%0.77%
+2.0%
Q4 2016$585,000
-99.9%
5,2450.0%0.75%
+294.8%
Q3 2016$589,000,000
-3.0%
5,245
-7.3%
0.19%
-9.0%
Q2 2016$607,000,000
+0.7%
5,6600.0%0.21%
+8.8%
Q1 2016$603,000,000
-0.2%
5,660
-0.4%
0.19%
-19.6%
Q4 2015$604,000,000
+43.8%
5,680
+35.7%
0.24%
+54.8%
Q3 2015$420,000,000
-8.9%
4,185
-2.8%
0.16%
-7.2%
Q2 2015$461,000,000
+33.2%
4,305
+30.3%
0.17%
+19.3%
Q1 2015$346,000,000
-23.1%
3,305
-23.3%
0.14%
-2.1%
Q4 2014$450,000,000
+13.4%
4,310
+8.3%
0.14%
-2.7%
Q3 2014$397,000,000
+103285.4%
3,980
+2.6%
0.15%
+7.3%
Q2 2014$384,000
-0.8%
3,880
-6.4%
0.14%
+21.2%
Q1 2014$387,000
+0.3%
4,1450.0%0.11%
-16.3%
Q4 2013$386,000
+10.0%
4,1450.0%0.14%
-42.6%
Q3 2013$351,000
-4.6%
4,145
-12.1%
0.24%
+66.7%
Q2 2013$368,0004,7150.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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