HCR Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,122,661
-9.1%
151,005
-5.6%
9.02%
+7.6%
Q2 2023$45,248,834
+13.0%
159,912
-0.4%
8.38%
+5.7%
Q1 2023$40,050,023
+15.5%
160,560
-1.3%
7.93%
+9.0%
Q4 2022$34,663,804
-1.6%
162,657
-1.2%
7.28%
-2.8%
Q3 2022$35,238,000
-4.8%
164,702
-0.8%
7.49%
+0.8%
Q2 2022$37,002,000
-23.7%
166,009
-1.5%
7.43%
-6.3%
Q1 2022$48,496,000
-15.1%
168,622
-5.3%
7.93%
-10.4%
Q4 2021$57,114,000
+22.6%
177,979
+10.9%
8.85%
+13.9%
Q3 2021$46,576,000
+1.8%
160,513
+0.6%
7.77%
-2.2%
Q2 2021$45,771,000
+10.0%
159,587
-1.5%
7.95%
-3.5%
Q1 2021$41,625,000
+1.6%
161,938
+0.2%
8.23%
-4.0%
Q4 2020$40,950,000
+17.8%
161,641
+6.1%
8.57%
+7.9%
Q3 2020$34,751,000
-7.5%
152,373
-17.2%
7.94%
-9.9%
Q2 2020$37,586,000
+24.5%
184,113
-4.5%
8.82%
+2.1%
Q1 2020$30,198,000
-16.4%
192,723
-2.8%
8.64%
-1.4%
Q4 2019$36,133,000
+11.9%
198,346
+2.3%
8.76%
-18.3%
Q3 2019$32,297,000
+1.1%
193,817
-0.9%
10.72%
+18.0%
Q2 2019$31,945,000
+48.6%
195,511
+42.3%
9.08%
+47.1%
Q1 2019$21,491,000
-42.5%
137,405
-50.6%
6.18%
-48.8%
Q4 2018$37,354,000
-9.7%
278,080
+1.0%
12.07%
-10.5%
Q3 2018$41,374,000
+172.8%
275,211
+174.9%
13.48%
+170.8%
Q2 2018$15,166,000
+26.6%
100,123
+18.6%
4.98%
+19.8%
Q1 2018$11,977,000
+12.0%
84,415
+11.1%
4.15%
+11.2%
Q4 2017$10,689,000
+33.1%
75,994
+25.6%
3.73%
+10.5%
Q3 2017$8,030,00060,4913.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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