Westside Investment Management, Inc. - 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
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 Q1 2021
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders