Financial Advisory Group - 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
Financial Advisory Group ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,385,127
-4.7%
23,448
-0.9%
1.32%
-0.6%
Q2 2023$6,696,534
+13.3%
23,666
-0.1%
1.32%
+10.9%
Q1 2023$5,908,238
+116226.8%
23,686
-0.6%
1.19%
+10.7%
Q4 2022$5,079
-99.9%
23,831
-0.3%
1.08%
-6.4%
Q3 2022$5,112,000
-4.0%
23,892
+0.0%
1.15%
+1.9%
Q2 2022$5,325,000
-23.3%
23,891
-1.1%
1.13%
-16.1%
Q1 2022$6,944,000
-12.6%
24,146
-2.5%
1.35%
-13.9%
Q4 2021$7,947,000
+10.6%
24,765
+0.0%
1.56%
-1.6%
Q3 2021$7,186,000
+0.4%
24,764
-0.8%
1.59%
-7.1%
Q2 2021$7,159,000
+10.9%
24,960
-0.6%
1.71%
+3.6%
Q1 2021$6,455,000
-90.4%
25,111
-87.1%
1.65%
-90.5%
Q4 2020$66,978,000
+1061.0%
194,880
+668.9%
17.45%
+836.5%
Q3 2020$5,769,000
+17.1%
25,345
+4.0%
1.86%
+10.1%
Q2 2020$4,926,000
+27.7%
24,377
-0.9%
1.69%
+34.5%
Q1 2020$3,856,000
-14.4%
24,607
-0.5%
1.26%
+6.5%
Q4 2019$4,504,000
+9.6%
24,7240.0%1.18%
+3.7%
Q3 2019$4,111,000
-10.7%
24,724
-10.0%
1.14%
-6.4%
Q2 2019$4,605,000
+5.7%
27,479
-1.3%
1.22%
+1.3%
Q1 2019$4,355,000
+15.2%
27,839
-1.1%
1.20%
+3.4%
Q4 2018$3,780,000
-19.6%
28,141
-3.6%
1.16%
-6.5%
Q3 2018$4,703,000
+6.1%
29,204
-1.3%
1.24%
+1.2%
Q2 2018$4,433,000
-1.1%
29,588
-6.4%
1.23%
-9.5%
Q1 2018$4,484,000
-7.4%
31,607
-8.2%
1.36%
-6.3%
Q4 2017$4,840,000
+3.2%
34,415
-2.6%
1.45%
-9.0%
Q3 2017$4,689,000
-0.9%
35,321
-5.1%
1.59%
-0.3%
Q2 2017$4,731,000
+3.6%
37,238
-0.8%
1.59%
+0.8%
Q1 2017$4,568,000
+3.1%
37,548
-5.5%
1.58%
-7.4%
Q4 2016$4,431,000
-9.2%
39,750
-8.5%
1.71%
-18.4%
Q3 2016$4,879,000
-7.3%
43,454
-11.5%
2.09%
-18.4%
Q2 2016$5,266,000
-24.3%
49,124
-24.8%
2.56%
-23.9%
Q1 2016$6,957,000
-39.0%
65,357
-39.1%
3.37%
-38.8%
Q4 2015$11,409,000
+6.3%
107,272
+0.2%
5.50%
+3.4%
Q3 2015$10,735,000
-5.7%
107,037
+0.6%
5.32%
-6.4%
Q2 2015$11,381,000
-8.5%
106,369
-10.5%
5.69%
-5.9%
Q1 2015$12,436,000
-13.0%
118,879
-13.2%
6.05%
-19.4%
Q4 2014$14,295,000
+7.8%
136,937
+2.9%
7.50%
+1.3%
Q3 2014$13,263,000
-0.6%
133,068
-1.4%
7.40%
-2.4%
Q2 2014$13,349,000
+9.0%
134,978
+3.0%
7.58%
+10.9%
Q1 2014$12,250,000
+7.0%
131,048
+6.5%
6.84%
+4.9%
Q4 2013$11,451,000
+10.6%
123,058
+0.6%
6.52%
+0.8%
Q3 2013$10,352,000
+13.2%
122,344
+4.5%
6.47%
+11.1%
Q2 2013$9,145,000117,0215.83%
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