EP Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 315 filers reported holding VANGUARD INDEX FDS in Q3 2014. The put-call ratio across all filers is 0.91 and the average weighting 1.4%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$771,679,089
-15.8%
2,833,826
+878.3%
11.97%
-9.4%
Q2 2023$917,022,128
+154.4%
289,675
-88.9%
13.22%
+113.2%
Q1 2023$360,512,554
-43.1%
2,610,329
-12.2%
6.20%
-45.7%
Q4 2022$633,704,841
+7.4%
2,973,604
+7.8%
11.42%
-14.6%
Q3 2022$589,902,000
+3.7%
2,757,195
+8.0%
13.38%
+4.4%
Q2 2022$568,929,000
-13.1%
2,552,511
+12.1%
12.81%
-10.9%
Q1 2022$654,712,000
-1.5%
2,276,468
+9.9%
14.37%
-8.5%
Q4 2021$664,453,000
+13.9%
2,070,591
+3.0%
15.70%
-1.8%
Q3 2021$583,420,000
+8.9%
2,010,613
+7.6%
16.00%
+7.7%
Q2 2021$535,853,000
+28.2%
1,868,321
+14.9%
14.86%
+11.8%
Q1 2021$417,883,000
+16.2%
1,625,751
+14.6%
13.28%
+5.1%
Q4 2020$359,481,000
+23.0%
1,418,966
+10.5%
12.64%
+0.5%
Q3 2020$292,195,000
+27.6%
1,283,753
+13.3%
12.57%
+28.6%
Q2 2020$228,937,000
+49.6%
1,132,847
+16.0%
9.78%
+30.6%
Q1 2020$152,996,000
-7.3%
976,428
+7.8%
7.49%
+10.2%
Q4 2019$164,991,000
+16.4%
905,698
+6.3%
6.80%
-3.3%
Q3 2019$141,687,000
+6.0%
852,101
+4.2%
7.03%
-15.8%
Q2 2019$133,637,000
+47.4%
817,904
+21.2%
8.35%
+19.4%
Q4 2018$90,658,000
-6.3%
674,894
+12.4%
6.99%
-7.5%
Q3 2018$96,728,000
+13.5%
600,644
+5.6%
7.56%
-6.0%
Q2 2018$85,219,000
+8.0%
568,846
+2.3%
8.04%
+5.4%
Q1 2018$78,931,000
+1.7%
556,325
+0.8%
7.63%
-6.8%
Q4 2017$77,590,000
+8.2%
551,653
+2.1%
8.19%
-1.1%
Q3 2017$71,707,000
+11.8%
540,166
+7.0%
8.28%
+5.4%
Q2 2017$64,130,000
+9.3%
504,801
+4.7%
7.86%
-2.8%
Q1 2017$58,660,000
+39.7%
482,161
+9.1%
8.09%
+31.9%
Q4 2016$41,979,000
-6.6%
442,065
+10.4%
6.14%
-12.7%
Q3 2016$44,961,000
+6.8%
400,396
+1.9%
7.03%
+4.7%
Q2 2016$42,104,000
-0.4%
392,760
-1.1%
6.71%
+3.5%
Q1 2016$42,283,000
+5.4%
397,210
+5.3%
6.48%
-3.9%
Q4 2015$40,121,000
+8.1%
377,116
+1.9%
6.74%
-4.7%
Q3 2015$37,128,000
-99.9%
370,207
+9.2%
7.08%
+4.1%
Q2 2015$36,286,315,000
+6.1%
338,966
+3.7%
6.80%
+5.8%
Q1 2015$34,190,480,000
+121246.1%
326,838
+21.1%
6.43%
+38.5%
Q4 2014$28,176,000
+19.0%
269,907
+13.6%
4.64%
+21.1%
Q3 2014$23,680,000237,5883.84%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2014
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