Patriot Financial Group Insurance Agency, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,303,256
+0.2%
4,786
+4.1%
0.27%
+10.2%
Q2 2023$1,300,658
+358.9%
4,597
+304.7%
0.24%
+329.8%
Q1 2023$283,434
+24.8%
1,136
+6.6%
0.06%
+83.9%
Q4 2022$227,149
-2.1%
1,066
-1.7%
0.03%
-45.6%
Q3 2022$232,000
-23.2%
1,084
-20.1%
0.06%
-6.6%
Q2 2022$302,000
-20.5%
1,357
+2.7%
0.06%
-10.3%
Q1 2022$380,000
-38.0%
1,321
-30.8%
0.07%
-33.3%
Q4 2021$613,000
-13.3%
1,909
-21.6%
0.10%
-18.4%
Q3 2021$707,000
+13.3%
2,436
+11.9%
0.12%
+9.6%
Q2 2021$624,000
+40.2%
2,176
+25.8%
0.11%
+11.8%
Q1 2021$445,000
+16.2%
1,730
+14.4%
0.10%
+6.2%
Q4 2020$383,000
+78.1%
1,512
+60.5%
0.10%
+37.1%
Q3 2020$215,000
-17.9%
942
-27.3%
0.07%
-30.0%
Q2 2020$262,000
-21.3%
1,295
-39.0%
0.10%
-34.2%
Q1 2020$333,000
+7.8%
2,124
+25.4%
0.15%
+31.0%
Q4 2019$309,000
-0.3%
1,694
-9.1%
0.12%
-16.5%
Q3 2019$310,000
+38.4%
1,863
+37.9%
0.14%
+43.3%
Q2 2019$224,000
+24.4%
1,351
+17.4%
0.10%
+5.4%
Q1 2019$180,000
+757.1%
1,151
+647.4%
0.09%
+557.1%
Q4 2018$21,000
-34.4%
154
-21.8%
0.01%
-26.3%
Q3 2018$32,000
+52.4%
197
+27.9%
0.02%
+18.8%
Q1 2018$21,000
-4.5%
1540.0%0.02%0.0%
Q4 2017$22,000
+4.8%
154
+0.7%
0.02%
-15.8%
Q3 2017$21,000
+10.5%
1530.0%0.02%
-5.0%
Q2 2017$19,000
+5.6%
153
+0.7%
0.02%
+5.3%
Q1 2017$18,000
+5.9%
1520.0%0.02%
-17.4%
Q4 2016$17,0001520.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders