Lucia Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 733 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 1.3%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$600,000
-8.4%
2,638
-18.6%
0.14%
-18.5%
Q2 2020$655,000
+23.4%
3,240
-4.5%
0.17%
-1.7%
Q1 2020$531,000
+16.4%
3,391
+35.5%
0.18%
+25.7%
Q4 2019$456,000
+449.4%
2,502
+400.4%
0.14%
+400.0%
Q3 2019$83,000
+1.2%
5000.0%0.03%0.0%
Q2 2019$82,000
+5.1%
5000.0%0.03%
+3.7%
Q1 2019$78,000
-3.7%
5000.0%0.03%
+8.0%
Q3 2018$81,000
+8.0%
5000.0%0.02%
-24.2%
Q2 2018$75,0005000.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
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