HENGEHOLD CAPITAL MANAGEMENT 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
HENGEHOLD CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,970,013
-4.3%
18,251
-0.6%
0.65%
-5.8%
Q2 2023$5,192,940
+12.6%
18,352
-0.7%
0.69%
+8.7%
Q1 2023$4,610,174
+13.6%
18,482
-2.9%
0.63%
+12.4%
Q4 2022$4,056,762
+85.5%
19,036
+86.2%
0.56%
+67.9%
Q3 2022$2,187,000
+127.6%
10,223
+137.0%
0.34%
+147.1%
Q2 2022$961,000
+29.3%
4,313
+66.9%
0.14%
+33.3%
Q1 2022$743,000
-24.0%
2,584
-15.2%
0.10%
-15.7%
Q4 2021$978,000
+10.4%
3,047
-0.2%
0.12%
+3.4%
Q3 2021$886,000
+10.8%
3,052
+9.5%
0.12%
+11.4%
Q2 2021$800,000
+26.0%
2,788
+12.8%
0.10%
+19.3%
Q1 2021$635,000
+12.8%
2,472
+11.3%
0.09%
+4.8%
Q4 2020$563,000
+42.9%
2,222
+28.5%
0.08%
+31.2%
Q3 2020$394,000
+12.9%
1,7290.0%0.06%
+3.2%
Q2 2020$349,000
+14.8%
1,729
-10.7%
0.06%
-4.6%
Q1 2020$304,000
-48.2%
1,937
-39.9%
0.06%
-35.0%
Q4 2019$587,000
+8.9%
3,223
-0.6%
0.10%
+1.0%
Q3 2019$539,000
+1.3%
3,244
-0.4%
0.10%
-2.9%
Q2 2019$532,000
+4.5%
3,2560.0%0.10%
-15.0%
Q1 2019$509,000
+16.5%
3,2560.0%0.12%
-14.3%
Q4 2018$437,000
-26.2%
3,256
-11.5%
0.14%
-6.0%
Q3 2018$592,000
+1.5%
3,679
-5.5%
0.15%
-2.0%
Q2 2018$583,000
-1.7%
3,892
-6.9%
0.15%
-1.9%
Q1 2018$593,000
+4.0%
4,180
+3.1%
0.16%
+3.3%
Q4 2017$570,000
+1.8%
4,056
-3.8%
0.15%
+0.7%
Q3 2017$560,000
-3.1%
4,218
-7.3%
0.15%
-8.6%
Q2 2017$578,000
-0.2%
4,550
-4.5%
0.16%
+1.9%
Q1 2017$579,000
+9.0%
4,762
-0.1%
0.16%
-1.2%
Q4 2016$531,000
-62.4%
4,767
-62.1%
0.16%
-63.8%
Q3 2016$1,413,000
+3.4%
12,583
-1.2%
0.45%
+0.4%
Q2 2016$1,366,000
-4.5%
12,739
-5.2%
0.45%
-3.0%
Q1 2016$1,430,000
-1.0%
13,434
-1.0%
0.46%
-11.4%
Q4 2015$1,444,000
-6.9%
13,569
-12.2%
0.52%
-22.9%
Q3 2015$1,551,000
-8.6%
15,463
-2.4%
0.67%
+10.7%
Q2 2015$1,697,000
-3.5%
15,848
-5.7%
0.61%
+0.2%
Q1 2015$1,758,000
-11.7%
16,802
-11.9%
0.61%
-13.5%
Q4 2014$1,990,000
+6.9%
19,063
+2.0%
0.70%
+11.3%
Q3 2014$1,862,000
-2.9%
18,682
-3.6%
0.63%
-1.7%
Q2 2014$1,917,000
-88.5%
19,388
-89.1%
0.64%
-88.6%
Q1 2014$16,673,000
-2.4%
178,358
-2.8%
5.65%
-4.9%
Q4 2013$17,083,000
+8.5%
183,588
-1.4%
5.94%
-5.5%
Q3 2013$15,751,000
-2.8%
186,162
-10.2%
6.29%
-10.1%
Q2 2013$16,202,000207,3256.99%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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