Wealthspire Advisors, L.P. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$11,446,000
+154.5%
50,290
+125.9%
0.40%
+25.5%
Q2 2020$4,498,000
+59.3%
22,259
+23.5%
0.32%
+30.9%
Q1 2020$2,823,000
+669.2%
18,020
+795.2%
0.25%
+884.0%
Q4 2019$367,000
+9.9%
2,013
+0.1%
0.02%
+4.2%
Q3 2019$334,000
+88.7%
2,011
+77.7%
0.02%
+84.6%
Q1 2019$177,000
+16.4%
1,1320.0%0.01%
-7.1%
Q4 2018$152,000
-35.0%
1,132
-22.2%
0.01%
-26.3%
Q3 2018$234,000
+7.3%
1,4550.0%0.02%
-5.0%
Q2 2018$218,000
+5.8%
1,455
+0.2%
0.02%
+5.3%
Q1 2018$206,000
-2.4%
1,452
-3.1%
0.02%
-9.5%
Q4 2017$211,000
-17.3%
1,499
-22.0%
0.02%
-25.0%
Q3 2017$255,000
+14.9%
1,923
+10.1%
0.03%
+7.7%
Q2 2017$222,000
+208.3%
1,746
+193.4%
0.03%
+160.0%
Q1 2017$72,000
+9.1%
5950.0%0.01%0.0%
Q4 2016$66,000
-1.5%
5950.0%0.01%0.0%
Q3 2016$67,000
-8.2%
595
-13.1%
0.01%
-16.7%
Q2 2016$73,000
-23.2%
685
-22.9%
0.01%
-29.4%
Q1 2016$95,000
+1.1%
8880.0%0.02%0.0%
Q4 2015$94,0008880.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders