Whitegate Investment Counselors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 755 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,824,740
-3.6%
72,802
+0.1%
6.64%
-1.7%
Q2 2023$20,572,885
+14.2%
72,705
+0.7%
6.75%
+16.1%
Q1 2023$18,013,594
+115490.3%
72,216
-1.2%
5.82%
+9.4%
Q4 2022$15,584
-99.9%
73,126
+6.7%
5.32%
-4.2%
Q3 2022$14,665,000
-2.4%
68,546
+1.7%
5.56%
+1.1%
Q2 2022$15,021,000
-21.7%
67,391
+1.0%
5.50%
-7.3%
Q1 2022$19,187,000
-9.4%
66,714
+1.1%
5.93%
-4.9%
Q4 2021$21,183,000
+1.7%
66,011
-8.0%
6.23%
+111.0%
Q3 2021$20,822,000
+1.1%
71,758
-0.1%
2.95%
+1.2%
Q2 2021$20,603,000
+6.8%
71,834
-4.3%
2.92%
-0.8%
Q1 2021$19,292,000
+1.3%
75,053
-0.2%
2.94%
-4.6%
Q4 2020$19,043,000
+13.0%
75,169
+1.5%
3.08%
+0.3%
Q3 2020$16,857,000
+20.0%
74,060
+6.5%
3.07%
+9.4%
Q2 2020$14,053,000
+55.2%
69,540
+20.4%
2.81%
+28.0%
Q1 2020$9,053,000
-13.5%
57,778
+0.5%
2.20%
+15.6%
Q4 2019$10,470,000
+13.5%
57,472
+3.6%
1.90%
+5.0%
Q3 2019$9,223,000
+3.9%
55,466
+2.1%
1.81%
+1.5%
Q2 2019$8,873,000
+4.6%
54,305
+0.1%
1.78%
+1.6%
Q1 2019$8,485,000
+14.6%
54,245
-1.5%
1.76%
+2.6%
Q4 2018$7,401,000
-15.8%
55,099
+1.0%
1.71%
-4.6%
Q3 2018$8,786,000
+6.7%
54,559
-0.7%
1.79%
+6.6%
Q2 2018$8,233,000
+5.8%
54,959
+0.2%
1.68%
+1.4%
Q1 2018$7,779,000
+1.1%
54,827
+0.2%
1.66%
+3.3%
Q4 2017$7,693,000
+3.1%
54,696
-2.7%
1.61%
-2.5%
Q3 2017$7,465,000
+3.8%
56,233
-0.7%
1.65%
+1.4%
Q2 2017$7,191,000
+4.1%
56,602
-0.3%
1.62%
-2.1%
Q1 2017$6,909,000
+15.6%
56,791
+6.0%
1.66%
+3.8%
Q4 2016$5,975,000
+1.5%
53,600
+2.3%
1.60%
-0.1%
Q3 2016$5,885,000
+6.0%
52,406
+1.2%
1.60%
+3.8%
Q2 2016$5,552,000
-44.4%
51,792
-44.8%
1.54%
-43.7%
Q1 2014$9,991,00093,8562.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
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