Oakworth Capital, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 378 filers reported holding VANGUARD INDEX FDS in Q2 2015. The put-call ratio across all filers is 1.65 and the average weighting 1.5%.

Quarter-by-quarter ownership
Oakworth Capital, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$260,056
-7.2%
955
-3.5%
0.02%0.0%
Q2 2023$280,130
+13.4%
9900.0%0.02%
+9.1%
Q1 2023$246,946
+17.0%
9900.0%0.02%
+10.0%
Q4 2022$210,979
-42.2%
990
-42.0%
0.02%
-50.0%
Q3 2022$365,000
+65.2%
1,708
+72.5%
0.04%
+81.8%
Q2 2022$221,000
-23.0%
990
-0.8%
0.02%
-12.0%
Q1 2022$287,000
-10.3%
9980.0%0.02%
-7.4%
Q4 2021$320,000
+10.3%
9980.0%0.03%
-3.6%
Q3 2021$290,000
+1.4%
9980.0%0.03%
-3.4%
Q2 2021$286,000
+11.3%
9980.0%0.03%0.0%
Q1 2021$257,000
+1.6%
9980.0%0.03%
-12.1%
Q4 2020$253,000
+11.5%
9980.0%0.03%
-10.8%
Q3 2020$227,000
-60.5%
998
-64.8%
0.04%
-64.1%
Q2 2020$574,000
+29.0%
2,8390.0%0.10%
-1.9%
Q1 2020$445,000
-15.7%
2,8390.0%0.10%
+12.9%
Q4 2019$528,000
+11.9%
2,8390.0%0.09%
+1.1%
Q3 2019$472,000
+1.7%
2,8390.0%0.09%
+4.5%
Q2 2019$464,000
+4.5%
2,8390.0%0.09%
-3.3%
Q1 2019$444,000
+16.5%
2,8390.0%0.09%
+4.6%
Q4 2018$381,000
-16.6%
2,8390.0%0.09%
-4.4%
Q3 2018$457,000
+2.5%
2,839
-4.7%
0.09%
-2.2%
Q2 2018$446,000
+10.4%
2,978
+4.9%
0.09%
-4.1%
Q1 2018$404,000
+1.8%
2,8390.0%0.10%
+4.3%
Q4 2017$397,000
+6.1%
2,8390.0%0.09%
-3.1%
Q3 2017$374,000
-46.4%
2,839
-48.4%
0.10%
-49.7%
Q2 2017$698,000
+4.3%
5,4980.0%0.19%
-1.5%
Q1 2017$669,000
+34.3%
5,498
+22.2%
0.19%
+18.3%
Q4 2016$498,000
-1.4%
4,5000.0%0.16%
-6.3%
Q3 2016$505,000
+3.7%
4,5000.0%0.18%
-3.8%
Q2 2016$487,000
+1.7%
4,5000.0%0.18%
-4.7%
Q1 2016$479,0000.0%4,5000.0%0.19%
-4.0%
Q4 2015$479,000
+6.2%
4,5000.0%0.20%
-16.0%
Q3 2015$451,000
-9.3%
4,5000.0%0.24%
+0.9%
Q2 2015$497,000
+2.7%
4,5000.0%0.24%
+4.9%
Q1 2015$484,000
+3.0%
4,5000.0%0.22%
-7.8%
Q4 2014$470,000
+2.6%
4,5000.0%0.24%
-9.7%
Q3 2014$458,000
+2.9%
4,5000.0%0.27%
-0.7%
Q2 2014$445,000
+5.7%
4,5000.0%0.27%
-1.8%
Q1 2014$421,000
+0.5%
4,5000.0%0.28%
-6.8%
Q4 2013$419,0004,5000.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2015
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