Berkeley Capital Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Berkeley Capital Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$403,249
-9.5%
1,481
-6.0%
0.15%
-7.6%
Q2 2023$445,608
+10.0%
1,575
-3.0%
0.16%
+5.3%
Q1 2023$405,047
+10.1%
1,624
-6.0%
0.15%
+5.6%
Q4 2022$367,986
-0.0%
1,727
+0.3%
0.14%
-10.7%
Q3 2022$368,000
-3.9%
1,721
+0.1%
0.16%
+0.6%
Q2 2022$383,000
-22.6%
1,720
-0.1%
0.16%
-19.8%
Q1 2022$495,000
-7.3%
1,721
+3.5%
0.20%
-10.0%
Q4 2021$534,000
+2.9%
1,663
-7.0%
0.22%
-8.4%
Q3 2021$519,000
-2.1%
1,788
-3.2%
0.24%
+1.3%
Q2 2021$530,000
+12.3%
1,847
+0.7%
0.24%
+3.5%
Q1 2021$472,000
-14.0%
1,835
-15.3%
0.23%
-19.1%
Q4 2020$549,000
+8.3%
2,167
-2.8%
0.28%
-8.7%
Q3 2020$507,000
+6.5%
2,229
-5.4%
0.31%
+5.5%
Q2 2020$476,000
+12.0%
2,355
-13.3%
0.29%
+1.4%
Q1 2020$425,000
-12.2%
2,715
+2.1%
0.29%
+16.5%
Q4 2019$484,000
-1.8%
2,658
-10.3%
0.25%
-4.6%
Q3 2019$493,000
-0.2%
2,962
-2.0%
0.26%
+13.0%
Q2 2019$494,000
+0.6%
3,023
-3.6%
0.23%
-5.3%
Q1 2019$491,000
+7.0%
3,137
-8.2%
0.24%
-4.7%
Q4 2018$459,000
-11.2%
3,416
+6.3%
0.26%
-12.4%
Q3 2018$517,000
+2.4%
3,213
-4.7%
0.29%
-1.4%
Q2 2018$505,000
+0.2%
3,371
-5.2%
0.30%
+1.4%
Q1 2018$504,000
+0.6%
3,556
-0.1%
0.29%
-11.8%
Q4 2017$501,000
+3.9%
3,561
-2.0%
0.33%
+2.5%
Q3 2017$482,000
-5.1%
3,633
-9.1%
0.32%
-6.9%
Q2 2017$508,000
-1.9%
3,996
-6.2%
0.35%
-1.7%
Q1 2017$518,000
+3.4%
4,261
-5.2%
0.35%
-2.5%
Q4 2016$501,000
-1.4%
4,495
-0.7%
0.36%
-0.3%
Q3 2016$508,000
+4.7%
4,5250.0%0.36%
+6.5%
Q2 2016$485,000
-14.9%
4,525
-15.5%
0.34%
-17.5%
Q1 2016$570,000
-48.3%
5,354
-48.4%
0.41%
-54.1%
Q4 2015$1,103,00010,3720.90%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders