Independence Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
Independence Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$54,949,000
+6.5%
241,418
-5.5%
11.79%
-0.2%
Q2 2020$51,614,000
+27.0%
255,401
-1.5%
11.82%
+5.5%
Q1 2020$40,627,000
-51.9%
259,282
-44.1%
11.21%
+9.9%
Q4 2019$84,452,000
+68.1%
463,586
+53.4%
10.20%
-16.6%
Q3 2019$50,239,000
+4.7%
302,137
+2.9%
12.23%
-0.6%
Q2 2019$47,988,000
+15.5%
293,703
+10.5%
12.30%
+5.3%
Q1 2019$41,561,000
+24.4%
265,702
+6.8%
11.69%
+5.2%
Q4 2018$33,421,000
-19.4%
248,794
-3.4%
11.11%
-10.0%
Q3 2018$41,487,000
+8.9%
257,619
+1.3%
12.35%
+1.4%
Q2 2018$38,101,000
-43.8%
254,327
-46.8%
12.18%
+8.9%
Q1 2018$67,832,000
+102.2%
478,090
+100.5%
11.19%
-1.1%
Q4 2017$33,539,000
-46.8%
238,460
-49.8%
11.32%
-9.8%
Q3 2017$63,024,000
+4.2%
474,756
-0.2%
12.55%
+4.4%
Q2 2017$60,462,000
+5.4%
475,934
+1.0%
12.02%
+0.1%
Q1 2017$57,350,000
+7.3%
471,390
-1.6%
12.02%
+2.2%
Q4 2016$53,432,000
+0.2%
479,288
+0.9%
11.76%
-6.2%
Q3 2016$53,316,000
+3.7%
474,810
-1.0%
12.53%
-7.2%
Q2 2016$51,412,000479,59013.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 93,208$28,976,41819.62%
McAlister, Sweet & Associates, Inc. 34,017$10,575,2059.82%
GoalVest Advisory LLC 70,143$21,806,0879.59%
Dentgroup LLC 20,974$6,520,3525.79%
FC Advisory LLC 40,783$12,678,7094.90%
GILL CAPITAL PARTNERS, LLC 34,372$10,685,5984.50%
CATALYST PRIVATE WEALTH, LLC 13,596$4,226,8031.98%
Agate Pass Investment Management, LLC 7,250$2,253,8801.31%
High Net Worth Advisory Group LLC 9,096$2,828,7051.05%
Compass Financial Group, INC/SD 9,305$2,892,6600.76%
View complete list of VANGUARD INDEX FDS shareholders