Blue Edge Capital, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
Blue Edge Capital, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$43,126,007
-5.4%
158,371
-1.7%
9.04%
-1.6%
Q2 2023$45,582,309
+13.2%
161,091
-0.2%
9.18%
+5.5%
Q1 2023$40,253,629
+17.1%
161,376
+0.0%
8.70%
+11.1%
Q4 2022$34,378,692
-99.9%
161,319
+1.0%
7.84%
-7.4%
Q3 2022$34,184,289,000
-3.1%
159,777
+1.0%
8.46%
+3.3%
Q2 2022$35,272,788,000
-20.1%
158,252
+3.1%
8.20%
-7.3%
Q1 2022$44,146,312,000
-9.6%
153,499
+0.9%
8.84%
-6.1%
Q4 2021$48,812,741,000
+8.8%
152,112
-1.7%
9.42%
+0.6%
Q3 2021$44,880,884,000
+2.2%
154,671
+1.1%
9.36%
+2.8%
Q2 2021$43,894,550,000
+10.5%
153,044
-0.9%
9.11%
+3.1%
Q1 2021$39,709,081,000
+4.7%
154,486
+3.2%
8.83%
-3.6%
Q4 2020$37,931,078,000
+5.8%
149,724
-5.0%
9.16%
-6.2%
Q3 2020$35,867,011,000
+5.8%
157,581
-6.1%
9.76%
-3.9%
Q2 2020$33,903,629,000
+18.6%
167,765
-8.0%
10.16%
-1.8%
Q1 2020$28,581,169,000
-14.6%
182,406
-0.7%
10.34%
-2.2%
Q4 2019$33,477,908,000
+17.2%
183,773
+7.0%
10.58%
+8.2%
Q3 2019$28,554,023,000
+2.1%
171,723
+0.3%
9.78%
-0.1%
Q2 2019$27,965,500,000
+5.7%
171,158
+1.2%
9.80%
-2.5%
Q1 2019$26,464,283,000
+24.3%
169,187
+6.7%
10.04%
+9.5%
Q4 2018$21,292,244,000
-16.9%
158,507
-0.3%
9.17%
-3.6%
Q3 2018$25,611,342,000
+9.6%
159,037
+2.0%
9.52%
+1.8%
Q2 2018$23,359,852,000
+7.1%
155,930
+1.4%
9.35%
+6.3%
Q1 2018$21,817,739,000
+1.5%
153,776
+0.6%
8.79%
+2.4%
Q4 2017$21,501,587,000
+18.0%
152,873
+11.4%
8.59%
+3.2%
Q3 2017$18,224,053,000
+3.3%
137,281
-1.1%
8.32%0.0%
Q2 2017$17,635,439,000
+8.0%
138,818
+3.4%
8.32%
+1.8%
Q1 2017$16,332,612,000
+18.8%
134,248
+4.9%
8.17%
+5.8%
Q4 2016$13,752,284,000
-7.2%
127,963
-3.0%
7.72%
-4.6%
Q3 2016$14,818,238,000
+4.8%
131,964
+0.0%
8.09%
+3.3%
Q2 2016$14,145,040,000
+6.0%
131,950
+5.3%
7.83%
-1.1%
Q1 2016$13,344,040,000
-2.6%
125,355
-2.7%
7.92%
-11.5%
Q4 2015$13,705,798,000
+9.3%
128,826
+3.0%
8.94%
-0.4%
Q3 2015$12,534,645,000
-4.4%
125,036
+2.1%
8.98%
+5.0%
Q2 2015$13,109,771,000
+3.4%
122,464
+3.9%
8.55%
+0.6%
Q1 2015$12,682,494,000
-10.9%
117,878
-13.5%
8.50%
-12.7%
Q4 2014$14,230,653,000
+1.3%
136,322
-3.3%
9.74%
-1.2%
Q3 2014$14,052,374,000
+1.7%
140,989
+0.9%
9.86%
+5.1%
Q2 2014$13,824,143,000
+5.4%
139,779
-0.4%
9.38%
+2.5%
Q1 2014$13,115,992,000
+5.7%
140,308
+5.2%
9.15%
+0.8%
Q4 2013$12,413,800,000133,4109.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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