Private Ocean, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$452,040
-2.2%
1,660
+1.6%
0.06%
-3.4%
Q2 2023$462,357
+20.0%
1,634
+5.8%
0.06%
+15.7%
Q1 2023$385,385
+17.0%
1,5450.0%0.05%
+24.4%
Q4 2022$329,255
-0.2%
1,5450.0%0.04%
-21.2%
Q3 2022$330,000
-4.1%
1,5450.0%0.05%
-1.9%
Q2 2022$344,000
-22.5%
1,5450.0%0.05%
-3.6%
Q1 2022$444,000
-10.5%
1,5450.0%0.06%
-5.2%
Q4 2021$496,000
+10.7%
1,5450.0%0.06%
+5.5%
Q3 2021$448,000
+1.1%
1,5450.0%0.06%
-5.2%
Q2 2021$443,000
+9.9%
1,545
-1.5%
0.06%
-19.4%
Q1 2021$403,000
+1.5%
1,5680.0%0.07%
-10.0%
Q4 2020$397,000
+11.2%
1,5680.0%0.08%
-4.8%
Q3 2020$357,000
+18.2%
1,568
+4.9%
0.08%
+13.5%
Q2 2020$302,000
+25.8%
1,495
-2.8%
0.07%
+12.1%
Q1 2020$240,000
-12.1%
1,538
+2.9%
0.07%0.0%
Q4 2019$273,000
-22.7%
1,495
-29.5%
0.07%
-25.0%
Q3 2019$353,000
+2.0%
2,1220.0%0.09%
-4.3%
Q2 2019$346,000
+4.2%
2,1220.0%0.09%
+2.2%
Q1 2019$332,000
+161.4%
2,122
+125.3%
0.09%
+150.0%
Q4 2018$127,000
-21.1%
942
-5.7%
0.04%
-50.0%
Q3 2018$161,000
-65.8%
999
-68.2%
0.07%
-66.8%
Q2 2018$471,000
+15.7%
3,144
+9.5%
0.22%
+11.9%
Q1 2018$407,0002,8710.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders