Westside Investment Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$317,892
+3.3%
1,167
+7.4%
0.09%
+5.7%
Q2 2023$307,609
+13.5%
1,087
+0.1%
0.09%
+8.8%
Q1 2023$271,095
+1011.7%
1,086
-79.6%
0.08%
+33.3%
Q4 2022$24,385
-90.9%
5,312
+323.6%
0.06%
+5900.0%
Q3 2022$268,000
+4.3%
1,254
+8.7%
0.00%0.0%
Q2 2022$257,000
-23.7%
1,154
-1.5%
0.00%0.0%
Q1 2022$337,000
-2.0%
1,172
+9.2%
0.00%0.0%
Q4 2021$344,000
+28.8%
1,073
+16.3%
0.00%0.0%
Q3 2021$267,000
+1.1%
9230.0%0.00%0.0%
Q2 2021$264,000
-1.1%
923
-11.4%
0.00%0.0%
Q1 2021$267,000
+2.3%
1,042
+0.9%
0.00%0.0%
Q4 2020$261,000
+11.1%
1,0330.0%0.00%
Q3 2020$235,000
+7.8%
1,033
-4.5%
0.00%
Q2 2020$218,000
+15.3%
1,082
-10.7%
0.00%
Q1 2020$189,000
-61.3%
1,211
-59.6%
0.00%
-100.0%
Q2 2019$489,000
-99.9%
2,997
+7.8%
0.00%
-99.3%
Q4 2018$373,396,000
-15.4%
2,779
+1.7%
0.14%
-2.8%
Q3 2018$441,147,000
+9.3%
2,733
+1.9%
0.14%
-0.7%
Q2 2018$403,465,000
-6.9%
2,683
-14.3%
0.14%
-40.3%
Q1 2018$433,594,000
+19.6%
3,132
+25.9%
0.24%
+21.4%
Q4 2017$362,480,000
+15.7%
2,488
+6.7%
0.20%
+3.7%
Q3 2017$313,317,000
+5.4%
2,3320.0%0.19%
-2.6%
Q2 2017$297,170,000
+5.3%
2,3320.0%0.19%
+43.7%
Q1 2017$282,336,000
-8.9%
2,332
-13.9%
0.14%
-36.0%
Q4 2016$309,801,0002,7090.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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