Capital Bank & Trust Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
Capital Bank & Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$282,000
-31.2%
985
-38.2%
0.00%
-40.0%
Q1 2021$410,000
-16.7%
1,595
-18.0%
0.01%
-16.7%
Q4 2020$492,000
+127.8%
1,944
+104.6%
0.01%
+100.0%
Q3 2020$216,000
-52.1%
950
-67.0%
0.00%
-62.5%
Q1 2020$451,000
+156.2%
2,877
+197.8%
0.01%
+300.0%
Q4 2019$176,000
+9.3%
9660.0%0.00%0.0%
Q3 2019$161,000
+1.9%
9660.0%0.00%0.0%
Q2 2019$158,000
+135.8%
966
+126.2%
0.00%
+100.0%
Q1 2019$67,000
-87.5%
427
-89.3%
0.00%
-87.5%
Q4 2018$536,000
+570.0%
3,987
+703.8%
0.01%
+700.0%
Q3 2018$80,000
-86.8%
496
-87.8%
0.00%
-87.5%
Q2 2018$608,000
+768.6%
4,056
+717.7%
0.01%
+700.0%
Q1 2018$70,0000.0%4960.0%0.00%0.0%
Q4 2017$70,000
+677.8%
496
+618.8%
0.00%
Q3 2017$9,0000.0%690.0%0.00%
Q2 2017$9,000690.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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