R. W. Roge & Company, Inc. - 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
R. W. Roge & Company, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,702
-11.8%
75,066
-4.9%
14.76%
-5.0%
Q2 2023$22,338
+17.6%
78,945
+3.7%
15.55%
+27.9%
Q1 2023$18,990
+21.3%
76,134
+3.6%
12.16%
+16.8%
Q4 2022$15,657
-99.9%
73,471
-9.8%
10.40%
-14.4%
Q3 2022$17,156,000
-3.7%
81,488
+2.0%
12.15%
-0.5%
Q2 2022$17,806,000
-12.0%
79,885
+13.6%
12.22%
-13.9%
Q1 2022$20,230,000
+20.6%
70,341
+17.2%
14.18%
+9.7%
Q4 2021$16,780,000
-5.9%
60,020
+3.2%
12.93%
+22.3%
Q3 2021$17,835,000
+10.0%
58,134
+5.3%
10.57%
+4.0%
Q2 2021$16,217,000
+17.0%
55,215
+2.4%
10.16%
+8.5%
Q1 2021$13,857,000
-2.3%
53,910
-3.7%
9.36%
-9.3%
Q4 2020$14,182,000
+3.4%
55,979
-1.7%
10.33%
-2.1%
Q3 2020$13,710,000
+19.0%
56,955
-0.1%
10.55%
+8.9%
Q2 2020$11,518,000
+29.8%
56,996
+0.7%
9.69%
+6.5%
Q1 2020$8,873,000
+13.1%
56,625
+33.3%
9.10%
+16.3%
Q4 2019$7,844,00042,4717.82%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Cable Hill Partners, LLC 363,655$38,966,00029.83%
Permanens Capital L.P. 244,786$25,607,00025.23%
INR ADVISORY SERVICES LLC 1,033,330$108,097,00019.01%
VISTA CAPITAL PARTNERS, INC. 534,436$55,907,00017.30%
Edelman Financial Services, LLC 10,260,112$1,073,310,00016.74%
IBBOTSON ASSOCIATES INC 184,456$19,296,00014.90%
Waverly Advisors, LLC 279,887$29,279,00014.81%
INSPIRION WEALTH ADVISORS, LLC 175,172$18,325,00014.75%
Financial Planning & Information Services, Inc. 189,900$19,865,00012.81%
Noven Financial Group, Inc. 167,726$17,546,00012.64%
View complete list of VANGUARD INDEX FDS shareholders