Bridgeworth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 708 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.76 and the average weighting 1.4%.

Quarter-by-quarter ownership
Bridgeworth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,324,866
-8.5%
12,210
-4.9%
0.37%
-8.5%
Q2 2023$3,632,358
+15.2%
12,837
+1.5%
0.40%
+0.8%
Q1 2023$3,153,941
+17.8%
12,644
+0.6%
0.40%
-6.6%
Q4 2022$2,677,940
-18.8%
12,566
-18.4%
0.43%
-44.2%
Q3 2022$3,296,000
-4.3%
15,404
-0.3%
0.76%
-5.2%
Q2 2022$3,445,000
-22.1%
15,456
+0.5%
0.80%
-20.9%
Q1 2022$4,425,000
-10.9%
15,385
-0.6%
1.02%
-7.2%
Q4 2021$4,969,000
+7.0%
15,484
-3.3%
1.10%
-15.9%
Q3 2021$4,645,000
-6.5%
16,007
-7.6%
1.30%
-7.8%
Q2 2021$4,970,000
+4.3%
17,330
-6.6%
1.42%
-6.0%
Q1 2021$4,767,000
-4.1%
18,547
-5.5%
1.50%
-8.6%
Q4 2020$4,970,000
+6.0%
19,619
-4.8%
1.65%
-6.5%
Q3 2020$4,690,000
+4.6%
20,605
-7.1%
1.76%
+0.3%
Q2 2020$4,484,000
+12.6%
22,188
-12.7%
1.75%
-3.3%
Q1 2020$3,983,000
-10.5%
25,418
+4.0%
1.81%
+9.1%
Q4 2019$4,451,000
-2.5%
24,434
-11.0%
1.66%
-4.6%
Q3 2019$4,566,000
+0.5%
27,459
-1.2%
1.74%
+1.0%
Q2 2019$4,543,000
+1.9%
27,801
-2.4%
1.72%
-2.4%
Q1 2019$4,457,000
+11628.9%
28,489
-5.2%
1.77%
+7927.3%
Q4 2018$38,000
-17.4%
30,050
-0.2%
0.02%
-12.0%
Q3 2018$46,000
-99.0%
30,103
-3.1%
0.02%
-98.8%
Q2 2018$4,655,000
-0.0%
31,074
-5.3%
2.00%
-6.0%
Q1 2018$4,656,000
-49.7%
32,826
-50.1%
2.13%
-73.6%
Q4 2017$9,263,000
+129.4%
65,848
+116.5%
8.08%
+42.4%
Q3 2017$4,038,000
+1.1%
30,419
-0.6%
5.68%
+177.6%
Q2 2017$3,993,000
+26.7%
30,591
+18.0%
2.04%
+23.3%
Q1 2017$3,152,000
+18.9%
25,923
+9.1%
1.66%
+13.3%
Q4 2016$2,651,00023,7671.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2017
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