Bishop & Co Investment Management, 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
Bishop & Co Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$73,284
-5.0%
0
-100.0%
3.29%
-5.1%
Q2 2023$77,164
-99.6%
21,834,223
+27779.3%
3.46%
-61.5%
Q1 2023$19,535,301
+122918.3%
78,317
+5.1%
9.00%
+16.7%
Q4 2022$15,880
-99.9%
74,516
+3.1%
7.71%
-5.3%
Q3 2022$15,457,000
-2.9%
72,248
+1.1%
8.14%
+2.7%
Q2 2022$15,921,000
-23.0%
71,429
-0.6%
7.93%
-11.1%
Q1 2022$20,673,000
-11.9%
71,880
-1.7%
8.92%
-8.0%
Q4 2021$23,454,000
+22.4%
73,088
+10.7%
9.70%
+4.1%
Q3 2021$19,164,000
+0.3%
66,043
-0.9%
9.32%
-0.7%
Q2 2021$19,113,000
+4.6%
66,642
-6.3%
9.38%
-1.0%
Q1 2021$18,277,000
-1.3%
71,108
-2.7%
9.48%
-7.3%
Q4 2020$18,516,000
+9.7%
73,090
-1.5%
10.23%
-5.1%
Q3 2020$16,882,000
+5.0%
74,172
-6.7%
10.78%
-1.8%
Q2 2020$16,073,000
+2.2%
79,533
-7.8%
10.97%
+4.2%
Q1 2020$15,722,000
-1.7%
86,302
-1.7%
10.53%
-0.3%
Q4 2019$15,998,000
+13.6%
87,821
+3.7%
10.56%
+3.1%
Q3 2019$14,084,000
-0.1%
84,703
-1.9%
10.25%
+1.0%
Q2 2019$14,104,000
+2.0%
86,324
-2.4%
10.14%
-0.4%
Q1 2019$13,833,000
+20.2%
88,437
+3.2%
10.18%
+3.3%
Q4 2018$11,508,000
-17.1%
85,671
-0.6%
9.86%
-6.6%
Q3 2018$13,882,000
+6.4%
86,200
-1.0%
10.56%
+0.4%
Q2 2018$13,041,000
+3.7%
87,051
-1.8%
10.51%
-1.6%
Q1 2018$12,581,000
-10.1%
88,674
-10.9%
10.68%
-11.1%
Q4 2017$14,000,000
+6.6%
99,540
+0.6%
12.02%
+1.6%
Q3 2017$13,135,000
+1.7%
98,949
-2.7%
11.82%
+0.9%
Q2 2017$12,913,000
+1.8%
101,644
-2.5%
11.72%
+1.1%
Q1 2017$12,680,000
+9.9%
104,224
+0.7%
11.60%
+5.9%
Q4 2016$11,540,000
+13.2%
103,519
+14.0%
10.95%
+5.5%
Q3 2016$10,197,000
+5.0%
90,810
+0.2%
10.38%
+1.7%
Q2 2016$9,713,000
+1.4%
90,611
+0.7%
10.21%
-1.3%
Q1 2016$9,582,000
-2.0%
90,012
-2.1%
10.34%
-2.6%
Q4 2015$9,778,00091,90910.62%
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