Gradient Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$348,963
-6.4%
1,281
-2.8%
0.01%
-10.0%
Q2 2023$372,994
+18.4%
1,318
+4.4%
0.01%
+11.1%
Q1 2023$315,076
+38.0%
1,263
+17.9%
0.01%
+28.6%
Q4 2022$228,262
-34.4%
1,071
-34.1%
0.01%
-36.4%
Q3 2022$348,000
+16.4%
1,625
+21.1%
0.01%
+22.2%
Q2 2022$299,000
-33.1%
1,342
-13.6%
0.01%
-18.2%
Q1 2022$447,000
+24.5%
1,553
+38.7%
0.01%
+22.2%
Q4 2021$359,000
+42.5%
1,120
+28.9%
0.01%
+28.6%
Q3 2021$252,000
-3.1%
869
-4.0%
0.01%
-12.5%
Q2 2021$260,000
-15.0%
905
-24.1%
0.01%
-20.0%
Q1 2021$306,000
+152.9%
1,192
+124.9%
0.01%
+100.0%
Q4 2020$121,0000.0%5300.0%0.01%0.0%
Q3 2020$121,000
+18.6%
530
+4.7%
0.01%0.0%
Q2 2020$102,000
+20.0%
506
-6.6%
0.01%0.0%
Q1 2020$85,000
+28.8%
542
+49.3%
0.01%
+66.7%
Q4 2019$66,000
+3.1%
363
-6.0%
0.00%0.0%
Q3 2019$64,000
+190.9%
386
+188.1%
0.00%
+200.0%
Q2 2019$22,000
-43.6%
134
-46.4%
0.00%
-66.7%
Q1 2019$39,000
-48.0%
250
-55.5%
0.00%
-40.0%
Q4 2018$75,000
-7.4%
562
+11.3%
0.01%
+25.0%
Q3 2018$81,000
+30.6%
505
+22.9%
0.00%
+33.3%
Q2 2018$62,000
+37.8%
411
+28.4%
0.00%
+50.0%
Q1 2018$45,000
-13.5%
320
-13.7%
0.00%
-33.3%
Q4 2017$52,000
+52.9%
371
+40.0%
0.00%
+50.0%
Q2 2017$34,000
+183.3%
265
+165.0%
0.00%
+100.0%
Q1 2017$12,000
-36.8%
100
-41.9%
0.00%
-50.0%
Q4 2016$19,000
-42.4%
172
-41.9%
0.00%
-33.3%
Q3 2016$33,000
+43.5%
296
+35.8%
0.00%
+50.0%
Q2 2016$23,000
-23.3%
218
-21.6%
0.00%
-50.0%
Q1 2016$30,000
-94.8%
278
-94.8%
0.00%
-94.7%
Q4 2015$572,000
-89.2%
5,380
-89.8%
0.08%
-89.9%
Q3 2015$5,290,000
-4.8%
52,748
+1.6%
0.75%
-1.3%
Q2 2015$5,556,000
+0.8%
51,900
-1.5%
0.76%
-7.5%
Q1 2015$5,510,000
-77.9%
52,671
-77.9%
0.82%
-79.9%
Q4 2014$24,880,000
+13.4%
238,336
+8.3%
4.10%
+3.3%
Q3 2014$21,943,000
+10.6%
220,159
+9.8%
3.97%
+2.0%
Q2 2014$19,831,000
+18.9%
200,519
+12.4%
3.89%
+0.8%
Q1 2014$16,675,000
+21.4%
178,379
+20.8%
3.86%
+5.6%
Q4 2013$13,735,000
+31.8%
147,608
+19.9%
3.65%
+11.3%
Q3 2013$10,420,000
+29.8%
123,155
+19.9%
3.28%
+8.9%
Q2 2013$8,030,000102,7543.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders