Capital Advisors, Ltd. LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,469
-3.9%
31,100
-0.2%
1.30%
-1.5%
Q2 2023$8,816
+13.2%
31,157
-0.2%
1.32%
+2.9%
Q1 2023$7,790
+17.1%
31,2300.0%1.28%
+10.7%
Q4 2022$6,655
-99.9%
31,230
+7.2%
1.16%
-4.8%
Q3 2022$6,235,000
-4.1%
29,141
-0.1%
1.21%
-0.3%
Q2 2022$6,502,000
-22.7%
29,171
-0.3%
1.22%
-12.9%
Q1 2022$8,413,000
-11.9%
29,251
-1.7%
1.40%
-9.2%
Q4 2021$9,546,000
+10.9%
29,748
+0.3%
1.54%
+0.3%
Q3 2021$8,605,000
-1.0%
29,654
-2.2%
1.54%
-1.5%
Q2 2021$8,693,000
+12.3%
30,309
+0.6%
1.56%
+9.8%
Q1 2021$7,743,000
-0.8%
30,124
-2.2%
1.42%
-17.5%
Q4 2020$7,806,000
+11.6%
30,813
+0.3%
1.72%
-1.3%
Q3 2020$6,995,000
+14.2%
30,731
+1.4%
1.74%
+7.9%
Q2 2020$6,126,000
+25.1%
30,312
-3.0%
1.62%
+5.3%
Q1 2020$4,898,000
-12.6%
31,262
+1.7%
1.54%
+7.5%
Q4 2019$5,602,000
+9.8%
30,751
+0.2%
1.43%
+1.1%
Q3 2019$5,102,000
+1.8%
30,6850.0%1.41%
-0.4%
Q2 2019$5,014,000
-3.7%
30,685
-7.9%
1.42%
+0.6%
Q1 2019$5,209,000
+16.5%
33,3020.0%1.41%
+6.7%
Q4 2018$4,473,000
-14.1%
33,302
+2.9%
1.32%
-10.2%
Q3 2018$5,210,000
+8.6%
32,352
+1.0%
1.47%
-1.9%
Q2 2018$4,799,000
+4.5%
32,033
-1.0%
1.50%
+0.9%
Q1 2018$4,591,000
+0.9%
32,3560.0%1.49%
-1.1%
Q4 2017$4,551,000
+6.0%
32,3560.0%1.50%
-0.3%
Q3 2017$4,295,000
+5.0%
32,356
+0.5%
1.51%
+0.1%
Q2 2017$4,091,000
+4.4%
32,2000.0%1.50%
-0.3%
Q1 2017$3,917,000
+9.1%
32,2000.0%1.51%
+1.8%
Q4 2016$3,590,000
-0.7%
32,2000.0%1.48%
-6.7%
Q3 2016$3,616,000
+4.8%
32,2000.0%1.59%
-2.0%
Q2 2016$3,452,000
-2.1%
32,200
-2.8%
1.62%
-7.6%
Q1 2016$3,527,000
-4.8%
33,129
-4.8%
1.76%
-9.0%
Q4 2015$3,704,000
+11.9%
34,817
+5.5%
1.93%
+5.8%
Q3 2015$3,309,000
-10.3%
32,993
-4.3%
1.82%
-4.5%
Q2 2015$3,689,000
+3.0%
34,459
+0.7%
1.91%
+2.9%
Q1 2015$3,581,000
+0.5%
34,230
+0.3%
1.86%
-4.3%
Q4 2014$3,563,000
+5.4%
34,133
+0.6%
1.94%
+0.9%
Q3 2014$3,380,000
+1.3%
33,919
+0.5%
1.92%
+2.8%
Q2 2014$3,337,000
+5.5%
33,744
-0.3%
1.87%
+0.6%
Q1 2014$3,164,000
+6.1%
33,852
+5.6%
1.86%
-6.1%
Q4 2013$2,982,00032,0421.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders