Lucia Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 834 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.35 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 Q4 2018
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