Van Hulzen Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$268
-3.9%
984
-0.3%
0.02%
-12.5%
Q2 2023$279
+13.4%
9870.0%0.02%
+4.3%
Q1 2023$246
-99.9%
987
+38.4%
0.02%
-8.0%
Q4 2021$229,000
+10.6%
7130.0%0.02%
-19.4%
Q3 2021$207,000
-47.7%
713
-71.8%
0.03%
-63.5%
Q1 2020$396,000
-14.1%
2,5290.0%0.08%
-4.5%
Q4 2019$461,000
-2.1%
2,529
-10.7%
0.09%
-11.0%
Q3 2019$471,000
+13.8%
2,831
+11.9%
0.10%
+11.1%
Q2 2019$414,000
+4.5%
2,5310.0%0.09%
-15.9%
Q1 2019$396,000
+32.0%
2,531
+13.4%
0.11%
+23.0%
Q4 2018$300,000
-11.2%
2,231
+6.2%
0.09%
-3.3%
Q3 2018$338,000
+2.4%
2,101
-4.6%
0.09%
-8.2%
Q2 2018$330,000
+13.4%
2,203
+7.3%
0.10%
+10.1%
Q1 2018$291,000
+11.5%
2,053
+10.8%
0.09%
+12.7%
Q4 2017$261,000
+9.7%
1,853
+3.3%
0.08%
-1.2%
Q3 2017$238,0001,7940.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders