IEQ CAPITAL, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,430,215
+0.2%
75,026
+4.2%
0.42%
+1.2%
Q2 2023$20,382,323
+19.9%
72,033
+5.7%
0.41%
+4.3%
Q1 2023$16,995,642
+17.7%
68,135
+0.5%
0.39%
-2.5%
Q4 2022$14,444,089
-10.4%
67,778
-10.0%
0.40%
-8.6%
Q3 2022$16,121,000
-5.1%
75,350
-1.1%
0.44%
-14.2%
Q2 2022$16,987,000
-15.9%
76,213
+8.6%
0.52%
+7.1%
Q1 2022$20,187,000
-3.7%
70,191
+7.5%
0.48%
-0.8%
Q4 2021$20,961,000
+9.1%
65,319
-1.3%
0.48%
-4.9%
Q3 2021$19,209,000
+1.2%
66,199
+0.1%
0.51%
-8.6%
Q2 2021$18,974,000
+18.3%
66,157
+6.0%
0.56%
-15.8%
Q1 2021$16,044,000
+3.8%
62,417
+2.3%
0.66%
-3.5%
Q4 2020$15,450,000
+21.8%
60,985
+9.4%
0.69%
+0.7%
Q3 2020$12,683,000
+17.3%
55,724
+4.2%
0.68%
-2.8%
Q2 2020$10,809,000
+19.3%
53,486
-7.5%
0.70%
-3.4%
Q1 2020$9,062,000
+2424.2%
57,833
+2832.7%
0.73%
+2245.2%
Q4 2019$359,0001,9720.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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