Concorde Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2019$549,000
+30.1%
3,015
+18.9%
0.38%
+16.9%
Q3 2019$422,000
-19.6%
2,536
-21.1%
0.32%
+5.9%
Q2 2019$525,000
+4.6%
3,214
+0.2%
0.31%
-5.5%
Q1 2019$502,000
+14.6%
3,207
-1.8%
0.32%
-12.4%
Q4 2018$438,000
-8.9%
3,266
+8.8%
0.37%
-21.1%
Q3 2018$481,000
+24.9%
3,003
+16.9%
0.47%
+7.1%
Q2 2018$385,000
+6.1%
2,568
+0.7%
0.44%
-1.1%
Q1 2018$363,000
-41.7%
2,551
-42.4%
0.44%
-43.7%
Q4 2017$623,000
-28.7%
4,427
-32.8%
0.79%
+4.2%
Q3 2017$874,000
+182.8%
6,583
+170.8%
0.76%
+81.5%
Q2 2017$309,000
+37.3%
2,431
+20.6%
0.42%
+3.2%
Q4 2016$225,0002,0150.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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