Verdence Capital Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Verdence Capital Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,751,008
+84.4%
21,119
+91.6%
0.62%
+72.4%
Q2 2023$3,119,455
+13.8%
11,024
+0.3%
0.36%
+9.4%
Q1 2023$2,740,440
+17.1%
10,986
+0.0%
0.33%
+14.9%
Q4 2022$2,340,797
-0.6%
10,984
-0.2%
0.29%
-11.4%
Q3 2022$2,356,000
-2.3%
11,010
+1.8%
0.32%
+4.2%
Q2 2022$2,411,000
-23.0%
10,819
-0.6%
0.31%
-12.1%
Q1 2022$3,130,000
-10.5%
10,882
-0.1%
0.36%
-13.6%
Q4 2021$3,496,000
+10.1%
10,893
-0.5%
0.41%
-1.7%
Q3 2021$3,176,000
+1.0%
10,944
-0.1%
0.42%
-4.1%
Q2 2021$3,143,000
+11.7%
10,960
+0.1%
0.44%
-8.0%
Q1 2021$2,813,000
+0.9%
10,944
-0.6%
0.47%
-10.4%
Q4 2020$2,788,000
+10.6%
11,005
-0.6%
0.53%
-8.3%
Q3 2020$2,520,000
+12.7%
11,0700.0%0.58%
+4.7%
Q2 2020$2,237,000
+26.7%
11,070
-1.8%
0.55%
+4.4%
Q1 2020$1,766,000
-14.0%
11,2700.0%0.53%
+5.2%
Q4 2019$2,053,000
+9.6%
11,270
+0.0%
0.50%
-4.7%
Q3 2019$1,874,000
+1.8%
11,2690.0%0.53%
-0.4%
Q2 2019$1,841,000
+4.8%
11,269
+0.3%
0.53%
+11.1%
Q1 2019$1,757,000
+10.6%
11,236
-5.0%
0.48%
+7.0%
Q4 2018$1,589,000
-18.5%
11,832
-2.3%
0.44%
-8.1%
Q3 2018$1,950,000
+10.1%
12,106
+2.4%
0.48%
+12.3%
Q2 2018$1,771,000
-4.1%
11,823
-9.2%
0.43%
-3.1%
Q1 2018$1,847,000
-11.4%
13,019
-12.1%
0.44%
-10.5%
Q4 2017$2,084,00014,8160.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders