Private Capital Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
Private Capital Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$3,709,000
-86.9%
16,638
-83.1%
2.79%
-56.5%
Q1 2022$28,279,000
-12.1%
98,327
-1.9%
6.41%
-5.9%
Q4 2021$32,159,000
+7.4%
100,214
-2.9%
6.82%
+1.2%
Q3 2021$29,944,000
-0.7%
103,194
-1.8%
6.74%
-1.7%
Q2 2021$30,144,000
+15.8%
105,102
+3.7%
6.85%
+6.0%
Q1 2021$26,042,000
-19.8%
101,313
-21.0%
6.47%
+8.0%
Q4 2020$32,488,000
+14.0%
128,238
+2.5%
5.99%
-0.0%
Q3 2020$28,490,000
+4.2%
125,171
-7.5%
5.99%
+1.1%
Q2 2020$27,348,000
+28.9%
135,328
-0.0%
5.92%
+7.9%
Q1 2020$21,210,000
-10.2%
135,362
+4.4%
5.49%
+9.0%
Q4 2019$23,621,000
-37.0%
129,666
-42.5%
5.04%
-24.2%
Q3 2019$37,512,000
+62.3%
225,595
+46.2%
6.65%
+26.0%
Q2 2019$23,111,000
-29.6%
154,266
-26.2%
5.28%
-15.4%
Q1 2019$32,806,000
+28.7%
209,150
+10.2%
6.24%
+13.4%
Q4 2018$25,489,000
-8.5%
189,746
+10.0%
5.50%
-1.5%
Q3 2018$27,847,000
+16.4%
172,431
+8.0%
5.58%
+7.8%
Q2 2018$23,918,000
+11.9%
159,659
+5.9%
5.18%
+8.7%
Q1 2018$21,382,000
+28.4%
150,706
+27.3%
4.76%
+21.2%
Q4 2017$16,653,000118,3973.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders