Aveo Capital Partners, 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
Aveo Capital Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,155,836
-5.7%
22,606
-2.0%
0.81%
-2.4%
Q2 2023$6,528,971
+249.9%
23,074
+208.5%
0.83%
+232.9%
Q1 2023$1,865,727
+15.0%
7,480
-1.8%
0.25%
+2.0%
Q4 2022$1,622,734
-4.7%
7,615
-4.3%
0.24%
-16.7%
Q3 2022$1,703,000
-8.4%
7,960
-4.5%
0.29%
-3.9%
Q2 2022$1,859,000
-22.5%
8,339
-0.1%
0.30%
-27.9%
Q1 2022$2,400,000
-8.8%
8,345
+1.7%
0.42%
-10.4%
Q4 2021$2,632,000
+4.8%
8,202
-5.2%
0.47%
-9.9%
Q3 2021$2,511,000
-5.2%
8,652
-6.3%
0.52%
-10.4%
Q2 2021$2,648,000
+6.8%
9,232
-4.3%
0.58%
-6.4%
Q1 2021$2,480,000
+1.0%
9,647
-10.6%
0.62%
-29.3%
Q3 2020$2,455,000
-18.4%
10,786
-43.8%
0.88%
-39.6%
Q1 2020$3,010,000
+55.4%
19,208
+80.7%
1.46%
+91.0%
Q4 2019$1,937,000
+5.6%
10,632
-0.2%
0.77%
+1.1%
Q3 2019$1,834,000
-17.1%
10,650
-18.2%
0.76%
-21.1%
Q2 2019$2,212,000
-1.2%
13,021
-9.1%
0.96%
-7.1%
Q1 2019$2,240,000
+4.7%
14,322
-10.1%
1.04%
-3.1%
Q4 2018$2,140,000
-13.4%
15,932
-3.4%
1.07%
-3.3%
Q3 2018$2,471,000
+8.9%
16,497
+8.9%
1.10%
+10.3%
Q2 2018$2,269,000
+4.7%
15,143
-0.8%
1.00%
+10.6%
Q1 2018$2,167,000
+15.2%
15,272
+14.2%
0.90%
+44.6%
Q4 2017$1,881,000
+10.1%
13,375
+4.0%
0.63%
+6.3%
Q3 2017$1,708,000
-9.8%
12,865
-13.7%
0.59%
-11.7%
Q2 2017$1,894,000
+8.9%
14,908
+4.3%
0.67%
+4.7%
Q1 2017$1,739,000
+42.5%
14,296
+30.6%
0.64%
+83.0%
Q4 2016$1,220,00010,9480.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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