McNamara Financial Services, Inc. - 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
McNamara Financial Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$848,518
-3.5%
3,116
-0.2%
0.21%
+0.5%
Q2 2023$879,468
+15.8%
3,123
+2.5%
0.21%
+11.6%
Q1 2023$759,794
+21.7%
3,046
+4.0%
0.19%
+13.9%
Q4 2022$624,412
+6.0%
2,930
+6.5%
0.17%
-1.8%
Q3 2022$589,000
-2.6%
2,752
+1.4%
0.17%
-1.2%
Q2 2022$605,000
-18.7%
2,713
+4.9%
0.17%
-15.3%
Q1 2022$744,000
-9.6%
2,586
+0.8%
0.20%
-6.0%
Q4 2021$823,000
+11.8%
2,566
+1.2%
0.22%
+6.4%
Q3 2021$736,000
+3.4%
2,536
+2.2%
0.20%
+3.1%
Q2 2021$712,000
+16.0%
2,481
+2.4%
0.20%
+4.8%
Q1 2021$614,000
+24.5%
2,423
+11.8%
0.19%
+12.0%
Q4 2020$493,0000.0%2,1670.0%0.17%0.0%
Q3 2020$493,000
+11.5%
2,167
-0.8%
0.17%
+5.7%
Q2 2020$442,000
+25.9%
2,185
-2.4%
0.16%
+9.7%
Q1 2020$351,000
-14.0%
2,2380.0%0.14%
-4.6%
Q4 2019$408,000
+8.5%
2,238
-2.9%
0.15%
-1.3%
Q3 2019$376,000
+3.6%
2,304
-0.8%
0.15%
+0.7%
Q2 2019$363,000
+15.6%
2,322
-0.7%
0.15%
+4.1%
Q1 2019$314,000
-16.0%
2,339
+0.7%
0.15%
-7.6%
Q4 2018$374,0000.0%2,3220.0%0.16%0.0%
Q3 2018$374,000
-6.3%
2,322
-12.9%
0.16%
-10.2%
Q2 2018$399,000
+1.3%
2,666
-4.1%
0.18%
-2.2%
Q1 2018$394,000
-7.9%
2,779
-8.7%
0.18%
-8.6%
Q4 2017$428,000
+4.4%
3,045
-1.4%
0.20%0.0%
Q3 2017$410,000
+0.7%
3,088
-3.6%
0.20%
-4.4%
Q2 2017$407,000
+0.5%
3,202
-3.9%
0.21%
-2.8%
Q1 2017$405,000
+8.9%
3,3330.0%0.21%
+3.9%
Q4 2016$372,000
+5.1%
3,333
+5.7%
0.20%
+3.0%
Q3 2016$354,000
+4.1%
3,154
-0.5%
0.20%
-0.5%
Q2 2016$340,000
+9.7%
3,170
+8.7%
0.20%
+5.3%
Q1 2016$310,0002,9160.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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