Van Hulzen Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 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 Q1 2022
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