Lincoln Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Lincoln Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$765,910
-7.2%
2,812
-3.6%
0.20%
-5.6%
Q2 2023$825,559
+15.4%
2,918
+1.8%
0.21%
+8.1%
Q1 2023$715,176
+0.3%
2,867
-14.3%
0.20%
-4.4%
Q4 2022$713,290
+5.4%
3,347
+5.8%
0.21%
-2.4%
Q3 2022$677,000
-2.4%
3,164
+1.6%
0.21%
+8.2%
Q2 2022$694,000
-20.3%
3,114
+2.8%
0.20%
-4.4%
Q1 2022$871,000
-10.1%
3,029
+0.3%
0.20%
-15.0%
Q4 2021$969,000
+6.8%
3,020
-3.4%
0.24%
-2.8%
Q3 2021$907,000
+3.0%
3,127
+1.8%
0.25%0.0%
Q2 2021$881,000
+26.2%
3,073
+13.1%
0.25%
+13.3%
Q1 2021$698,000
+5.9%
2,716
+4.4%
0.22%
+1.9%
Q4 2020$659,000
+22.5%
2,602
+10.1%
0.21%
+8.6%
Q3 2020$538,000
+20.1%
2,364
+6.7%
0.20%
+5.3%
Q2 2020$448,000
+33.7%
2,216
+3.6%
0.19%
+10.7%
Q1 2020$335,000
+8.1%
2,139
+25.8%
0.17%
+32.0%
Q4 2019$310,000
+40.3%
1,700
+28.2%
0.13%
+29.3%
Q3 2019$221,000
+2.8%
1,326
+0.9%
0.10%
+3.1%
Q2 2019$215,0001,3140.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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