BUCKINGHAM STRATEGIC WEALTH, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,563,479
+1.3%
31,448
+5.3%
0.12%
+0.8%
Q2 2023$8,452,689
+74.3%
29,872
+31.3%
0.12%
+36.4%
Q1 2023$4,848,8960.0%22,7530.0%0.09%0.0%
Q4 2022$4,848,896
-7.2%
22,753
-6.8%
0.09%
-17.8%
Q3 2022$5,225,000
+1.2%
24,421
+5.5%
0.11%
+4.9%
Q2 2022$5,162,000
-40.8%
23,158
-23.6%
0.10%
-40.7%
Q1 2022$8,718,000
-10.6%
30,312
-0.3%
0.17%
-9.0%
Q4 2021$9,757,000
+25.3%
30,406
+13.3%
0.19%
+18.9%
Q3 2021$7,785,000
-3.8%
26,829
-4.9%
0.16%
-18.5%
Q2 2021$8,095,000
+9.5%
28,225
-1.9%
0.20%
-46.6%
Q1 2021$7,394,000
-5.0%
28,765
-6.4%
0.36%
-10.8%
Q4 2020$7,785,000
+13.9%
30,730
+2.3%
0.41%
-21.8%
Q3 2020$6,837,000
+10.3%
30,036
-2.1%
0.52%
-11.4%
Q2 2020$6,200,000
+18.3%
30,682
-8.3%
0.59%
+16.6%
Q1 2020$5,242,000
+4.9%
33,453
+22.0%
0.51%
+5.6%
Q4 2019$4,997,000
+21.5%
27,429
+10.9%
0.48%
+7.4%
Q3 2019$4,112,000
+12.7%
24,729
+10.7%
0.45%
+12.3%
Q2 2019$3,649,000
+12.0%
22,334
+7.3%
0.40%
-3.4%
Q1 2019$3,257,000
+99.4%
20,824
+71.3%
0.41%
+65.1%
Q4 2018$1,633,000
-11.4%
12,156
+6.2%
0.25%
-12.0%
Q3 2018$1,844,000
+37.3%
11,448
+27.7%
0.28%
+30.4%
Q2 2018$1,343,000
+20.8%
8,962
+14.3%
0.22%0.0%
Q1 2018$1,112,000
+20.3%
7,838
+19.3%
0.22%
+12.4%
Q4 2017$924,000
+7.7%
6,570
+1.7%
0.19%
-5.4%
Q3 2017$858,000
+2.0%
6,462
-2.3%
0.20%
+3.0%
Q2 2017$841,000
+41.1%
6,616
+35.1%
0.20%
+14.5%
Q1 2017$596,000
+33.6%
4,896
+22.3%
0.17%
+20.1%
Q4 2016$446,000
+47.2%
4,003
+40.8%
0.14%
+41.2%
Q4 2015$303,000
+21.7%
2,844
+14.5%
0.10%
+15.9%
Q3 2015$249,000
-37.0%
2,484
-32.6%
0.09%
-32.3%
Q2 2015$395,000
-7.1%
3,687
-9.1%
0.13%
-18.8%
Q1 2015$425,0004,0580.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders