GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,106,975
-3.9%
62,822
-0.2%
0.71%
-5.0%
Q2 2023$17,805,366
+4.1%
62,926
-8.3%
0.75%
-6.5%
Q1 2023$17,108,826
+16.6%
68,588
-0.3%
0.80%
+6.4%
Q4 2022$14,668,062
+0.3%
68,826
+0.7%
0.75%
-8.4%
Q3 2022$14,625,000
-2.7%
68,356
+1.4%
0.82%
-0.8%
Q2 2022$15,024,000
-24.7%
67,406
-2.8%
0.83%
-29.0%
Q1 2022$19,951,000
-10.3%
69,317
-0.0%
1.16%
-15.4%
Q4 2021$22,233,000
+11.5%
69,325
+0.9%
1.37%0.0%
Q3 2021$19,937,000
+1.3%
68,707
+0.0%
1.37%
-5.6%
Q2 2021$19,685,000
+118.0%
68,690
+95.6%
1.46%
+67.5%
Q1 2021$9,028,000
-5.0%
35,122
-6.4%
0.87%
-11.7%
Q4 2020$9,506,000
+17.9%
37,522
+6.0%
0.98%
-0.5%
Q3 2020$8,060,000
+42.2%
35,409
+26.2%
0.99%
+6.6%
Q2 2020$5,669,000
+36.7%
28,048
+6.0%
0.93%
-15.6%
Q1 2020$4,148,000
+17.1%
26,471
+36.1%
1.10%
+39.3%
Q4 2019$3,542,000
+6.7%
19,443
-2.6%
0.79%
-1.5%
Q3 2019$3,320,000
+0.8%
19,968
-1.0%
0.80%
-3.3%
Q2 2019$3,295,000
+4.0%
20,169
-0.5%
0.83%
-17.9%
Q1 2019$3,169,000
+13.8%
20,261
-2.2%
1.01%
-3.1%
Q4 2018$2,784,00020,7271.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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