FLAGSHIP HARBOR ADVISORS, LLC - 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
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,457,864
-8.1%
34,732
-4.5%
0.79%
-7.4%
Q2 2023$10,294,403
+14.5%
36,381
+0.9%
0.85%
+0.4%
Q1 2023$8,991,840
+1.4%
36,048
-13.3%
0.85%
-6.8%
Q4 2022$8,863,466
-8.4%
41,591
-8.1%
0.91%
-19.1%
Q3 2022$9,681,000
-3.8%
45,250
+0.2%
1.12%
-0.7%
Q2 2022$10,066,000
-23.1%
45,161
-0.7%
1.13%
-10.3%
Q1 2022$13,083,000
-5.4%
45,489
+5.5%
1.26%
-3.7%
Q4 2021$13,833,000
+13.3%
43,106
+1.3%
1.31%
-0.2%
Q3 2021$12,210,0000.0%42,5710.0%1.31%
+0.2%
Q2 2021$12,210,000
+15.7%
42,571
+3.7%
1.31%
+9.3%
Q1 2021$10,557,000
+1.7%
41,070
+0.3%
1.20%
-6.8%
Q4 2020$10,376,000
+25.3%
40,957
+12.6%
1.29%
+15.1%
Q3 2020$8,280,000
+13.6%
36,380
+0.9%
1.12%
+4.5%
Q2 2020$7,286,000
+55.7%
36,054
+20.7%
1.07%
+14.3%
Q1 2020$4,681,000
-20.9%
29,874
-8.0%
0.94%
-9.7%
Q4 2019$5,915,000
+7.0%
32,472
-2.3%
1.04%
-4.3%
Q3 2019$5,526,000
+2.4%
33,233
+0.6%
1.08%
-3.3%
Q2 2019$5,398,000
+3.5%
33,043
-0.9%
1.12%
+4.6%
Q1 2019$5,213,000
+16.3%
33,333
-0.1%
1.07%
-1.7%
Q4 2018$4,483,000
-14.1%
33,378
+3.3%
1.09%
+12.5%
Q3 2018$5,218,000
+17.3%
32,324
+8.9%
0.97%
+8.8%
Q2 2018$4,447,000
+15.6%
29,690
+6.8%
0.89%
-22.2%
Q1 2018$3,847,000
-3.9%
27,794
+1.1%
1.14%
-0.6%
Q4 2017$4,005,000
+11.9%
27,490
+3.0%
1.15%
-0.9%
Q3 2017$3,579,000
-0.3%
26,690
-5.5%
1.16%
-6.9%
Q2 2017$3,591,000
+7.2%
28,236
+1.9%
1.25%
-2.6%
Q1 2017$3,350,000
+9.1%
27,707
+3.5%
1.28%
-3.4%
Q4 2016$3,070,00026,7801.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders