Leonard Rickey Investment Advisors P.L.L.C. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 2,045 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.

Quarter-by-quarter ownership
Leonard Rickey Investment Advisors P.L.L.C. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$14,180,324
+14.3%
37,914
+5.2%
3.40%
+6.0%
Q1 2024$12,409,307
+6.3%
36,053
-4.0%
3.21%
-7.3%
Q4 2023$11,672,379
+13.7%
37,546
-0.4%
3.46%
+2.9%
Q3 2023$10,270,279
+32.6%
37,715
+37.8%
3.36%
+15.2%
Q2 2023$7,747,185
+9.7%
27,379
-3.3%
2.92%
+6.0%
Q1 2023$7,060,801
+6.2%
28,307
-9.3%
2.75%
-2.1%
Q4 2022$6,649,449
-0.8%
31,202
-0.4%
2.81%
-10.5%
Q3 2022$6,704,000
-6.9%
31,335
-3.0%
3.14%
-0.2%
Q2 2022$7,200,000
-23.5%
32,304
-1.3%
3.15%
-12.2%
Q1 2022$9,415,000
-13.8%
32,737
-3.8%
3.59%
-10.4%
Q4 2021$10,924,000
+15.2%
34,041
+4.2%
4.00%
+0.6%
Q3 2021$9,481,000
-0.1%
32,674
+1.6%
3.98%
-3.0%
Q2 2021$9,493,000
+12.7%
32,173
-1.8%
4.10%
+21.4%
Q1 2021$8,423,000
-7.5%
32,767
-8.9%
3.38%
-18.5%
Q4 2020$9,110,000
+14.6%
35,961
+3.0%
4.15%
-16.6%
Q3 2020$7,950,000
-3.6%
34,927
-14.4%
4.97%
-7.3%
Q2 2020$8,246,000
+29.8%
40,804
+0.6%
5.37%
+8.9%
Q1 2020$6,354,000
-12.9%
40,552
+1.2%
4.93%
+11.9%
Q4 2019$7,297,000
+13.2%
40,055
+3.3%
4.41%
+2.8%
Q3 2019$6,447,000
-0.4%
38,774
-2.1%
4.29%
-1.5%
Q2 2019$6,471,000
+10.3%
39,605
+5.5%
4.35%
+2.5%
Q1 2019$5,869,000
+16.3%
37,523
-0.1%
4.25%
+2.0%
Q4 2018$5,046,000
-17.2%
37,562
-0.7%
4.16%
-6.4%
Q3 2018$6,094,000
+8.1%
37,841
+0.6%
4.45%
+4.5%
Q2 2018$5,635,000
+8.4%
37,612
+2.7%
4.26%
+4.9%
Q1 2018$5,198,000
+1.4%
36,639
+0.6%
4.06%
+3.4%
Q4 2017$5,124,00036,4303.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders