Gradient Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,052,891
-4.5%
11,211
-0.8%
1.28%
-0.5%
Q2 2023$3,196,669
+9.9%
11,297
-3.1%
1.28%
+3.6%
Q1 2023$2,908,016
+16.3%
11,658
-0.7%
1.24%
+8.8%
Q4 2022$2,501,215
-3.4%
11,737
-3.0%
1.14%
-8.0%
Q3 2022$2,588,000
-2.3%
12,095
+1.7%
1.24%
-2.8%
Q2 2022$2,650,000
-18.0%
11,890
+5.8%
1.27%
-7.1%
Q1 2022$3,232,000
-12.9%
11,237
-2.9%
1.37%
-11.4%
Q4 2021$3,712,000
+11.3%
11,567
+0.7%
1.54%
+1.0%
Q3 2021$3,335,000
+1.3%
11,492
+0.2%
1.53%
-0.8%
Q2 2021$3,291,000
+11.4%
11,474
-0.1%
1.54%
-1.3%
Q1 2021$2,953,000
-0.5%
11,489
-2.0%
1.56%
-7.7%
Q4 2020$2,969,000
+11.9%
11,720
+0.6%
1.69%
+2.2%
Q3 2020$2,653,000
+32.3%
11,655
+17.4%
1.66%
+22.2%
Q2 2020$2,006,000
+36.3%
9,926
+5.7%
1.36%
+14.1%
Q1 2020$1,472,000
-14.4%
9,393
-0.4%
1.19%
-0.7%
Q4 2019$1,719,000
+2.7%
9,435
-6.3%
1.20%
-4.3%
Q3 2019$1,674,000
+1.0%
10,065
-0.8%
1.25%
-1.9%
Q2 2019$1,658,000
+9.6%
10,148
+4.9%
1.27%
+5.6%
Q1 2019$1,513,000
+25.8%
9,670
+8.0%
1.21%
+16.1%
Q4 2018$1,203,000
-4.7%
8,956
+14.3%
1.04%
-2.3%
Q3 2018$1,262,000
+37.6%
7,834
+28.0%
1.06%
+24.9%
Q2 2018$917,000
+194.9%
6,121
+178.9%
0.85%
+174.0%
Q1 2018$311,000
+1.0%
2,195
+0.2%
0.31%
-1.6%
Q4 2017$308,0002,1900.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders