Epstein & White Financial LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Epstein & White Financial LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$547,000
+11.6%
1,9050.0%0.14%
+0.7%
Q1 2021$490,000
-7.0%
1,905
-8.4%
0.14%
-11.7%
Q4 2020$527,000
+20.0%
2,080
+7.8%
0.16%
+3.2%
Q3 2020$439,000
+7.3%
1,929
-4.6%
0.16%
+1.3%
Q2 2020$409,000
+29.4%
2,021
+0.2%
0.16%
+17.4%
Q1 2020$316,000
-13.7%
2,016
+0.2%
0.13%
-17.5%
Q4 2019$366,000
-17.2%
2,012
-24.1%
0.16%
-25.6%
Q3 2019$442,000
+9.4%
2,650
+6.9%
0.22%0.0%
Q2 2019$404,000
+6.9%
2,478
+2.4%
0.22%
-0.9%
Q1 2019$378,000
+14.2%
2,420
-1.4%
0.22%
+4.8%
Q4 2018$331,000
-21.2%
2,454
-5.7%
0.21%
-25.0%
Q3 2018$420,000
+11.1%
2,603
+2.9%
0.28%
-1.8%
Q2 2018$378,000
+5.3%
2,5290.0%0.28%
+22.2%
Q1 2018$359,000
-18.4%
2,529
-15.1%
0.23%
-9.8%
Q4 2017$440,0002,9790.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders