CPWM, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
CPWM, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$6,035,000
+5.7%
28,208
+10.1%
0.57%
+11.6%
Q2 2022$5,711,000
-14.1%
25,624
+10.9%
0.51%
+6.9%
Q1 2022$6,647,000
+1.9%
23,113
+2.9%
0.48%
-7.4%
Q4 2021$6,520,000
+14.3%
22,471
+1.2%
0.51%
+4.7%
Q1 2021$5,706,000
-2.1%
22,198
-3.5%
0.49%
-7.5%
Q4 2020$5,829,000
+16.7%
23,008
+4.9%
0.53%
+1.1%
Q3 2020$4,993,000
+17.1%
21,937
+4.0%
0.52%
+8.2%
Q2 2020$4,263,000
+162.8%
21,092
+103.7%
0.48%
+104.6%
Q1 2020$1,622,000
+39.9%
10,355
+62.8%
0.24%
+68.1%
Q4 2019$1,159,000
+1.8%
6,361
-7.1%
0.14%
-5.4%
Q3 2019$1,139,000
+5.7%
6,849
+3.8%
0.15%
-1.3%
Q2 2019$1,078,000
+5.0%
6,599
+0.5%
0.15%
+2.7%
Q1 2019$1,027,000
-4.2%
6,566
-17.7%
0.15%
-16.5%
Q4 2018$1,072,000
-15.7%
7,977
+1.0%
0.18%
-2.8%
Q3 2018$1,272,000
+7.6%
7,899
+0.1%
0.18%
+1.1%
Q2 2018$1,182,000
+29.6%
7,891
+22.8%
0.18%
+26.1%
Q1 2018$912,000
+30.8%
6,427
+29.7%
0.14%
-11.8%
Q4 2017$697,000
+6.1%
4,955
+0.0%
0.16%
+4.5%
Q3 2017$657,000
+15.5%
4,953
+10.7%
0.15%
+18.5%
Q2 2017$569,000
+25.6%
4,475
+20.1%
0.13%
+26.2%
Q1 2017$453,000
+24.1%
3,727
+13.9%
0.10%
+25.6%
Q4 2016$365,000
+5.2%
3,272
+6.0%
0.08%
+7.9%
Q3 2016$347,000
+4.5%
3,088
-0.2%
0.08%
+2.7%
Q2 2016$332,000
-41.5%
3,095
-42.0%
0.07%
-40.3%
Q1 2016$568,000
-4.9%
5,335
-5.0%
0.12%
+4.2%
Q4 2015$597,000
+27.6%
5,613
+20.3%
0.12%
+15.5%
Q3 2015$468,000
-6.0%
4,664
+0.2%
0.10%
-13.4%
Q2 2015$498,000
+6.0%
4,653
+3.5%
0.12%
-9.8%
Q1 2015$470,000
+2.6%
4,495
+2.5%
0.13%
+0.8%
Q4 2014$458,000
-20.5%
4,385
-24.1%
0.13%
-37.6%
Q3 2014$576,000
+33.6%
5,777
+32.7%
0.21%
+35.5%
Q2 2014$431,000
+6.2%
4,354
+0.2%
0.16%
-1.3%
Q1 2014$406,000
+41.0%
4,345
+40.4%
0.16%
+41.4%
Q4 2013$288,000
+2.1%
3,094
-14.4%
0.11%
-4.3%
Q3 2013$282,0000.0%3,6130.0%0.12%0.0%
Q2 2013$282,000
+5.2%
3,613
+4.6%
0.12%
+2.7%
Q1 2013$268,000
-9.2%
3,453
-16.7%
0.11%
-13.7%
Q4 2012$295,000
-1.3%
4,144
+0.4%
0.13%0.0%
Q3 2012$299,000
+6.8%
4,128
+0.3%
0.13%
+5.6%
Q2 2012$280,000
-3.8%
4,115
+0.3%
0.12%
-4.6%
Q1 2012$291,000
+15.0%
4,104
+0.4%
0.13%
-13.9%
Q4 2011$253,0004,0890.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders