One Capital 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
One Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$40,091,669
-2.3%
147,228
+1.5%
1.78%
-4.0%
Q2 2023$41,042,469
+521.9%
145,046
+448.2%
1.86%
+472.5%
Q1 2023$6,599,619
+10.6%
26,457
-5.6%
0.32%
+1.9%
Q4 2022$5,969,697
-11.2%
28,012
-10.9%
0.32%
-19.9%
Q3 2022$6,723,000
+10.4%
31,428
+15.1%
0.40%
+10.0%
Q2 2022$6,087,000
-22.7%
27,311
-0.3%
0.36%
-13.4%
Q1 2022$7,879,000
+8.9%
27,396
+21.5%
0.42%
-23.9%
Q4 2021$7,237,000
+13.5%
22,553
+2.6%
0.55%
+4.0%
Q3 2021$6,377,000
+5.4%
21,979
+4.2%
0.53%
-1.9%
Q2 2021$6,049,000
+64.6%
21,092
+47.4%
0.54%
+32.3%
Q1 2021$3,676,000
+0.6%
14,305
-0.8%
0.41%
-7.5%
Q4 2020$3,654,000
+8.8%
14,423
-2.3%
0.44%
-4.1%
Q3 2020$3,360,000
+12.6%
14,7600.0%0.46%
+7.0%
Q2 2020$2,983,000
+28.3%
14,760
-0.5%
0.43%
+8.6%
Q1 2020$2,325,000
-2.1%
14,840
+13.9%
0.39%
+7.9%
Q4 2019$2,374,000
+0.9%
13,030
-7.9%
0.36%
-6.9%
Q3 2019$2,352,000
+1.8%
14,1430.0%0.39%
-0.3%
Q2 2019$2,311,000
+0.2%
14,143
-4.1%
0.39%
-4.1%
Q1 2019$2,306,000
+16.5%
14,7430.0%0.41%
+2.0%
Q4 2018$1,980,000
-17.2%
14,743
-0.7%
0.40%
-6.9%
Q3 2018$2,390,000
+7.5%
14,8430.0%0.43%
+2.6%
Q2 2018$2,224,000
+5.6%
14,8430.0%0.42%
+1.9%
Q1 2018$2,106,000
+0.9%
14,8430.0%0.41%
-1.2%
Q4 2017$2,088,000
+4.9%
14,843
-1.0%
0.42%
+1.0%
Q3 2017$1,990,000
-0.5%
14,993
-4.8%
0.41%
-29.6%
Q2 2017$2,001,000
+3.6%
15,754
-0.7%
0.59%
-2.0%
Q1 2017$1,931,000
+9.2%
15,8700.0%0.60%
+6.8%
Q4 2016$1,769,000
-1.7%
15,870
-1.0%
0.56%
-4.3%
Q3 2016$1,799,000
+7.6%
16,025
+2.7%
0.59%
+0.7%
Q2 2016$1,672,000
+0.7%
15,5980.0%0.58%
+783.3%
Q1 2016$1,660,000
+0.1%
15,5980.0%0.07%
-88.3%
Q4 2015$1,659,000
+6.0%
15,598
-0.1%
0.56%
-1.1%
Q3 2015$1,565,000
-6.4%
15,606
-0.1%
0.57%
+18.8%
Q2 2015$1,672,000
+2.3%
15,6190.0%0.48%
-2.4%
Q1 2015$1,634,000
+0.2%
15,6190.0%0.49%
-19.8%
Q4 2014$1,630,000
+4.7%
15,6190.0%0.61%
+9.7%
Q3 2014$1,557,000
+0.8%
15,6190.0%0.56%
-10.4%
Q2 2014$1,545,000
+5.8%
15,6190.0%0.62%
+12.5%
Q1 2014$1,460,00015,6190.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders