PRIVATE CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
PRIVATE CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$863,993
-10.5%
3,173
-7.0%
0.23%
-9.7%
Q2 2023$965,510
-14.1%
3,412
-24.3%
0.26%
-24.0%
Q1 2023$1,124,054
+10.9%
4,506
-5.3%
0.34%
+1.8%
Q4 2022$1,013,570
-8.9%
4,756
-8.5%
0.34%
-17.9%
Q3 2022$1,112,000
+7.5%
5,197
+44.6%
0.41%
+24.4%
Q2 2022$1,034,0000.0%3,5950.0%0.33%0.0%
Q1 2022$1,034,000
+50.9%
3,595
+68.3%
0.33%
+39.0%
Q4 2021$685,000
+37.8%
2,136
+24.6%
0.24%
+16.3%
Q3 2021$497,000
+2.5%
1,714
+1.4%
0.20%
-8.6%
Q2 2021$485,000
+17.4%
1,690
+5.2%
0.22%
+1.4%
Q1 2021$413,000
-7.4%
1,607
-8.8%
0.22%
-17.4%
Q4 2020$446,000
+7.2%
1,762
-3.6%
0.26%
-19.0%
Q3 2020$416,000
-45.1%
1,828
-2.6%
0.33%
+13.9%
Q2 2020$758,000
+119.7%
1,877
-14.8%
0.29%
-8.9%
Q1 2020$345,000
-23.8%
2,204
-19.1%
0.32%0.0%
Q4 2019$453,0000.0%2,7240.0%0.32%
+0.6%
Q3 2019$453,000
+2.3%
2,724
+0.4%
0.31%0.0%
Q2 2019$443,000
-2.2%
2,714
-6.3%
0.31%
-7.1%
Q1 2019$453,000
+25.1%
2,898
+7.4%
0.34%
+8.0%
Q4 2018$362,0002,6980.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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