PATHSTONE FAMILY OFFICE, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$67,790,839
+28.9%
248,947
+33.9%
0.52%
-34.1%
Q2 2023$52,588,466
+41.7%
185,851
+24.9%
0.78%
+30.4%
Q1 2023$37,116,294
-43.3%
148,798
-53.4%
0.60%
+7.9%
Q4 2022$65,462,236
+165.6%
319,602
+177.4%
0.56%
+150.2%
Q3 2022$24,651,251
-51.2%
115,210
-49.2%
0.22%
-80.0%
Q2 2022$50,536,885
+495.9%
226,736
+670.5%
1.11%
+462.1%
Q1 2022$8,481,000
-11.2%
29,428
-0.7%
0.20%
-16.8%
Q4 2021$9,546,000
+10.2%
29,648
-0.7%
0.24%
-5.9%
Q3 2021$8,666,000
+1.3%
29,868
+0.1%
0.25%
-1.6%
Q2 2021$8,559,000
+11.6%
29,840
+0.0%
0.26%
-0.8%
Q1 2021$7,670,000
+0.7%
29,839
-0.8%
0.26%
-17.3%
Q4 2020$7,619,000
+23.9%
30,074
+11.3%
0.31%
-53.2%
Q3 2020$6,148,000
+14.6%
27,011
+1.7%
0.67%
+5.2%
Q2 2020$5,365,000
+29.0%
26,5500.0%0.64%
+7.6%
Q1 2020$4,160,000
+1141.8%
26,550
+14329.3%
0.59%
+14675.0%
Q4 2019$335,000
+980.6%
1840.0%0.00%0.0%
Q3 2019$31,000
+3.3%
1840.0%0.00%0.0%
Q2 2019$30,000
-9.1%
184
-11.5%
0.00%0.0%
Q1 2019$33,000
+1000.0%
208
+766.7%
0.00%
+300.0%
Q4 2018$3,000
-25.0%
240.0%0.00%0.0%
Q3 2018$4,000240.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders