SIMON QUICK ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 617 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 2.17 and the average weighting 1.3%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$62,744,778
-3.9%
230,417
-0.1%
5.92%
-1.8%
Q2 2023$65,283,853
+22.7%
230,718
+8.2%
6.03%
+4.5%
Q1 2023$53,208,814
+18.2%
213,313
+1.0%
5.77%
+8.0%
Q4 2022$45,018,833
+0.9%
211,247
+1.3%
5.34%
-15.3%
Q3 2022$44,609,000
-2.0%
208,501
+17.6%
6.30%
+5.7%
Q2 2022$45,538,000
+7.7%
177,293
+20.6%
5.96%
-50.3%
Q1 2022$42,293,000
-5.0%
147,057
+6.0%
11.99%
+0.8%
Q4 2021$44,501,000
+9.9%
138,675
-0.7%
11.90%
+14.2%
Q3 2021$40,510,000
+4.9%
139,608
+3.7%
10.42%
+1.9%
Q2 2021$38,625,000
-7.5%
134,673
-17.1%
10.22%
-16.8%
Q1 2021$41,776,000
+0.1%
162,530
-1.3%
12.29%
-2.4%
Q4 2020$41,738,000
+26.0%
164,750
+13.2%
12.59%
+33.4%
Q3 2020$33,130,000
+11.4%
145,556
-1.1%
9.43%
-16.2%
Q2 2020$29,730,000
+33.0%
147,114
+3.1%
11.26%
+35.8%
Q1 2020$22,353,000
+143.3%
142,659
+182.9%
8.29%
+149.2%
Q4 2019$9,187,000
-1.1%
50,432
-9.7%
3.33%
-18.9%
Q3 2019$9,291,000
-99.9%
55,873
-1.6%
4.10%
-12.7%
Q2 2019$9,276,978,000
+87883.5%
56,778
-15.8%
4.70%
+6.9%
Q1 2019$10,544,000
+27.5%
67,405
+9.5%
4.40%
+46.3%
Q4 2018$8,268,000
-20.1%
61,546
-4.3%
3.00%
-28.1%
Q3 2018$10,353,000
+13.9%
64,290
+6.0%
4.18%
+8.4%
Q2 2018$9,089,000
-1.7%
60,671
-6.9%
3.86%
-0.4%
Q1 2018$9,250,000
-6.4%
65,199
-0.9%
3.88%
-12.1%
Q4 2017$9,882,000
+33.1%
65,773
+17.6%
4.41%
+63.7%
Q3 2017$7,423,000
+6.6%
55,915
+2.0%
2.69%
-31.5%
Q2 2017$6,963,000
+12.5%
54,807
+7.7%
3.93%
+7.2%
Q1 2017$6,190,000
+45.1%
50,876
+33.0%
3.67%
+15.1%
Q4 2016$4,265,00038,2543.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders