Westside Investment Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 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 Q4 2022
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders