Plancorp, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
Plancorp, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,930,231
-5.6%
7,088
-1.9%
0.10%
-6.4%
Q2 2023$2,044,465
+13.4%
7,2250.0%0.11%
+8.9%
Q1 2023$1,802,251
+14.6%
7,225
-2.1%
0.10%
+8.6%
Q4 2022$1,573,196
-0.4%
7,382
-0.0%
0.09%
-11.4%
Q3 2022$1,580,000
-4.0%
7,385
-0.0%
0.10%
+1.0%
Q2 2022$1,646,000
-22.5%
7,386
+0.0%
0.10%
-24.6%
Q1 2022$2,124,000
-10.4%
7,3850.0%0.14%
-8.0%
Q4 2021$2,370,000
+14.2%
7,385
+3.3%
0.15%
+4.9%
Q3 2021$2,075,000
+2.1%
7,150
+0.9%
0.14%
-10.1%
Q2 2021$2,033,000
+8.7%
7,088
-2.6%
0.16%
-61.4%
Q1 2021$1,870,000
-0.4%
7,277
-1.8%
0.41%
-10.8%
Q4 2020$1,877,000
+15.4%
7,410
+3.7%
0.46%
-6.5%
Q3 2020$1,627,000
+16.0%
7,147
+3.0%
0.49%
+17.1%
Q2 2020$1,402,000
+26.2%
6,937
-2.1%
0.42%
-1.9%
Q1 2020$1,111,000
-14.7%
7,087
-0.9%
0.43%
+7.8%
Q4 2019$1,303,000
+29.5%
7,151
+18.2%
0.40%
+3.9%
Q3 2019$1,006,000
+10.7%
6,049
+8.8%
0.38%
+6.7%
Q2 2019$909,000
+4.5%
5,5610.0%0.36%
+9.4%
Q1 2019$870,000
+18.4%
5,561
+1.7%
0.33%
-1.5%
Q4 2018$735,000
-16.6%
5,4700.0%0.33%
-3.7%
Q3 2018$881,000
+7.6%
5,4700.0%0.35%
+6.1%
Q2 2018$819,000
+5.7%
5,4700.0%0.33%
+31.9%
Q1 2018$775,000
+0.6%
5,4700.0%0.25%
-1.2%
Q4 2017$770,000
+6.1%
5,4700.0%0.25%
+17.3%
Q3 2017$726,000
+4.3%
5,4700.0%0.21%
+3.4%
Q2 2017$696,000
+4.3%
5,4700.0%0.21%
+6.2%
Q1 2017$667,000
+10.6%
5,470
+1.2%
0.20%
+13.4%
Q4 2016$603,000
+53.4%
5,406
+46.3%
0.17%
-63.4%
Q4 2015$393,000
-2.7%
3,696
-8.9%
0.47%
+10.6%
Q3 2014$404,000
+10.4%
4,056
+9.7%
0.42%
+29.2%
Q2 2014$366,000
+2.5%
3,696
-3.1%
0.33%
+36.0%
Q1 2014$357,0003,8130.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders