Carnegie Capital Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
Carnegie Capital Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,357,124
-32.6%
16,000
-29.9%
0.17%
-30.1%
Q2 2023$6,462,198
+6.0%
22,837
-6.5%
0.24%
-1.6%
Q1 2023$6,093,833
-19.9%
24,430
-31.5%
0.24%
-25.7%
Q4 2022$7,605,672
+175.7%
35,688
+176.8%
0.33%
+147.7%
Q3 2022$2,759,000
+15.4%
12,894
+20.3%
0.13%
+22.2%
Q2 2022$2,390,000
-23.3%
10,722
-1.0%
0.11%
-5.3%
Q1 2022$3,115,000
-9.2%
10,832
+1.4%
0.11%
+0.9%
Q4 2021$3,429,000
+10.2%
10,686
-0.3%
0.11%
-3.4%
Q3 2021$3,111,000
+0.1%
10,720
-1.0%
0.12%0.0%
Q2 2021$3,107,000
+4.4%
10,832
-6.4%
0.12%
-6.4%
Q1 2021$2,975,000
+3.1%
11,573
+1.6%
0.12%
-3.8%
Q4 2020$2,885,000
+8.3%
11,387
-2.8%
0.13%
-4.4%
Q3 2020$2,665,000
+57.5%
11,709
+39.9%
0.14%
+40.2%
Q2 2020$1,692,000
+44.6%
8,371
+12.1%
0.10%
+19.8%
Q1 2020$1,170,000
-15.7%
7,466
-2.0%
0.08%
+1.2%
Q4 2019$1,388,000
+9.6%
7,620
+0.0%
0.08%
-1.2%
Q3 2019$1,267,000
+3.0%
7,617
+1.2%
0.08%
+1.2%
Q2 2019$1,230,000
+7.9%
7,530
+3.3%
0.08%
+2.6%
Q1 2019$1,140,000
+13.4%
7,287
-2.6%
0.08%
-16.1%
Q4 2018$1,005,000
-40.7%
7,480
-35.5%
0.09%
-33.1%
Q3 2018$1,696,000
+32.8%
11,599
+42.2%
0.14%
+43.3%
Q2 2018$1,277,000
+13.5%
8,159
+7.8%
0.10%
+3.2%
Q1 2018$1,125,000
+11.2%
7,566
+6.8%
0.09%
+4.4%
Q4 2017$1,012,000
+21.1%
7,084
+14.1%
0.09%
-8.2%
Q3 2017$836,000
-21.1%
6,211
-23.4%
0.10%
-24.0%
Q2 2017$1,059,000
+3.8%
8,108
+0.0%
0.13%
+2.4%
Q1 2017$1,020,000
+11.1%
8,106
+0.2%
0.13%
+3.3%
Q4 2016$918,000
+10.6%
8,088
+7.0%
0.12%
+1.7%
Q3 2016$830,000
-7.8%
7,559
-6.2%
0.12%
-5.5%
Q2 2016$900,000
+6.3%
8,059
+1.3%
0.13%
-2.3%
Q1 2016$847,000
+34.4%
7,958
+26.4%
0.13%
+19.3%
Q4 2015$630,000
-10.9%
6,297
-3.6%
0.11%
-9.9%
Q3 2015$707,000
-19.4%
6,535
-20.3%
0.12%
-20.9%
Q2 2015$877,000
-6.4%
8,196
-4.8%
0.15%
-5.6%
Q1 2015$937,000
+6.8%
8,606
+2.6%
0.16%
-1.2%
Q4 2014$877,000
+11.4%
8,391
+6.3%
0.16%
+4.5%
Q3 2014$787,0007,8910.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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