Bay Harbor Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,817,087
-5.1%
72,774
-1.3%
8.33%
-2.1%
Q2 2023$20,871,129
+10.2%
73,760
-2.8%
8.51%
+5.9%
Q1 2023$18,935,239
+109988.6%
75,911
-5.9%
8.04%
+4.3%
Q4 2022$17,200
-99.9%
80,707
-0.1%
7.71%
-5.4%
Q3 2022$17,293,000
-2.5%
80,825
+1.5%
8.15%
+1.7%
Q2 2022$17,742,000
-25.3%
79,601
-3.6%
8.01%
-16.6%
Q1 2022$23,759,000
+1.9%
82,612
+1.1%
9.60%
+2.3%
Q4 2021$23,327,000
+4.6%
81,730
+6.3%
9.39%
-0.3%
Q3 2021$22,300,000
-5.7%
76,852
-6.8%
9.41%
-6.6%
Q2 2021$23,649,000
+15.0%
82,455
+3.1%
10.08%
+6.9%
Q1 2021$20,565,000
-3.8%
80,007
-5.2%
9.43%
-2.7%
Q4 2020$21,374,000
+16.1%
84,370
+4.3%
9.70%
+5.8%
Q3 2020$18,411,000
+15.0%
80,890
+2.1%
9.17%
+7.3%
Q2 2020$16,016,000
+31.9%
79,253
+2.2%
8.54%
+15.8%
Q1 2020$12,147,000
-11.6%
77,522
+2.8%
7.38%
-0.6%
Q4 2019$13,734,000
+15.6%
75,393
+5.5%
7.42%
+4.4%
Q3 2019$11,884,000
+5.9%
71,472
+4.1%
7.10%
+2.1%
Q2 2019$11,219,000
+16.1%
68,664
+11.1%
6.96%
+5.6%
Q1 2019$9,664,000
+23.6%
61,783
+6.2%
6.59%
+5.9%
Q4 2018$7,816,00058,1836.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders