Capital Analysts, 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
Capital Analysts, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,856
+2.3%
32,520
+6.3%
0.49%
+2.5%
Q2 2023$8,653
+12.5%
30,584
-0.8%
0.48%
+9.3%
Q1 2023$7,689
+31.5%
30,822
+12.4%
0.44%
+23.2%
Q4 2022$5,847
-99.9%
27,433
+28.0%
0.36%
+13.0%
Q3 2022$4,587,000
+43.9%
21,440
+49.9%
0.32%
+42.3%
Q2 2022$3,188,000
-21.0%
14,303
+2.0%
0.22%
-12.9%
Q1 2022$4,034,000
+7.4%
14,027
+19.9%
0.26%
+11.8%
Q4 2021$3,755,000
+10.9%
11,702
+0.3%
0.23%
+2.7%
Q3 2021$3,387,000
+5.1%
11,670
+3.9%
0.22%
+2.8%
Q2 2021$3,222,000
+21.8%
11,232
+9.1%
0.22%
+18.0%
Q1 2021$2,646,000
+28.0%
10,293
+26.2%
0.18%
+1.1%
Q4 2020$2,067,000
+29.1%
8,158
+16.0%
0.18%
+19.1%
Q3 2020$1,601,000
+2034.7%
7,033
+1790.6%
0.15%
+1800.0%
Q2 2020$75,000
+120.6%
372
+73.0%
0.01%
+100.0%
Q1 2020$34,000
-63.4%
215
-57.9%
0.00%
-55.6%
Q4 2019$93,000
+34.8%
511
+21.7%
0.01%
+28.6%
Q3 2019$69,000
+97.1%
420
+96.3%
0.01%
+75.0%
Q2 2019$35,000
+6.1%
214
+0.5%
0.00%0.0%
Q1 2019$33,000
+3200.0%
213
+2562.5%
0.00%
Q4 2018$1,000
-99.9%
8
-63.6%
0.00%
Q3 2018$1,773,000
+88550.0%
22
+100.0%
0.00%
Q2 2018$2,0000.0%110.0%0.00%
Q1 2018$2,000
-100.0%
11
-91.3%
0.00%
-100.0%
Q4 2014$13,257,0001270.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders