Asset Management Group, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
Asset Management Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,240,002
-7.2%
4,554
-3.6%
0.27%
-3.9%
Q2 2023$1,336,108
+12.7%
4,722
-0.7%
0.28%
+7.6%
Q1 2023$1,185,508
+17.2%
4,753
+0.2%
0.26%
+10.9%
Q4 2022$1,011,246
-0.2%
4,745
+0.2%
0.24%
-5.9%
Q3 2022$1,013,000
-3.9%
4,736
+0.2%
0.25%0.0%
Q2 2022$1,054,000
-22.4%
4,728
+0.1%
0.25%
-10.9%
Q1 2022$1,358,000
-8.0%
4,722
+2.6%
0.28%
-2.1%
Q4 2021$1,476,000
+0.2%
4,601
-9.4%
0.29%
-4.0%
Q3 2021$1,473,000
-8.8%
5,078
-9.9%
0.30%
-9.6%
Q2 2021$1,616,000
+7.8%
5,634
-3.4%
0.33%
+2.8%
Q1 2021$1,499,000
+0.9%
5,833
-0.5%
0.32%
-10.0%
Q4 2020$1,485,000
+11.7%
5,860
+0.3%
0.36%
-7.0%
Q3 2020$1,329,000
+8.8%
5,841
-3.3%
0.39%
+0.5%
Q2 2020$1,221,000
+29.2%
6,043
+0.2%
0.39%
+8.4%
Q1 2020$945,000
-13.9%
6,0290.0%0.36%
+7.2%
Q4 2019$1,098,000
+7.8%
6,029
-1.6%
0.33%
-4.9%
Q3 2019$1,019,000
+3.2%
6,130
+1.4%
0.35%
-0.3%
Q2 2019$987,000
-0.5%
6,043
-4.7%
0.35%
-2.8%
Q1 2019$992,000
+16.4%
6,3430.0%0.36%
+2.9%
Q4 2018$852,000
-16.1%
6,343
+0.6%
0.35%
+1.7%
Q3 2018$1,015,000
+8.7%
6,304
+1.2%
0.34%
+5.5%
Q2 2018$934,000
+5.9%
6,232
+0.2%
0.33%
+3.2%
Q1 2018$882,000
-0.5%
6,217
-1.3%
0.32%
-0.9%
Q4 2017$886,000
+6.2%
6,302
+0.3%
0.32%
+1.9%
Q3 2017$834,000
-5.5%
6,283
-9.6%
0.31%
-8.2%
Q2 2017$883,000
+4.7%
6,948
+0.2%
0.34%
+2.1%
Q1 2017$843,000
+5.9%
6,931
-2.9%
0.33%
+2.1%
Q4 2016$796,000
-0.3%
7,139
+0.4%
0.33%
-1.5%
Q3 2016$798,000
+5.0%
7,110
+0.3%
0.33%
+0.6%
Q2 2016$760,000
-2.7%
7,089
-3.3%
0.33%
-4.6%
Q1 2016$781,000
-1.0%
7,332
-1.1%
0.35%
-3.4%
Q4 2015$789,000
+14.7%
7,413
+8.1%
0.36%
+11.2%
Q3 2015$688,000
-6.0%
6,855
+0.2%
0.32%
-2.4%
Q2 2015$732,000
+2.7%
6,841
+0.4%
0.33%
-0.3%
Q1 2015$713,000
+0.7%
6,817
+0.5%
0.33%
-7.0%
Q4 2014$708,000
+5.2%
6,782
+0.4%
0.36%
-0.8%
Q3 2014$673,000
-2.0%
6,754
-2.7%
0.36%
-3.2%
Q2 2014$687,000
-1.7%
6,943
-7.2%
0.37%
-7.7%
Q1 2014$699,000
+38.4%
7,479
+37.9%
0.40%
+30.5%
Q4 2013$505,000
+3.3%
5,424
-6.1%
0.31%
-3.1%
Q3 2013$489,000
+12.2%
5,779
+3.6%
0.32%
+6.0%
Q2 2013$436,0005,5770.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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