BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$44,374
-3.6%
1620.0%0.03%
+3.4%
Q2 2023$46,045
+13.6%
1620.0%0.03%
+3.6%
Q1 2023$40,531
+18.5%
1620.0%0.03%
+7.7%
Q4 2022$34,216
-2.2%
1620.0%0.03%
-3.7%
Q3 2022$35,000
-2.8%
162
+0.6%
0.03%
+3.8%
Q2 2022$36,000
-23.4%
1610.0%0.03%
-10.3%
Q1 2022$47,000
-9.6%
1610.0%0.03%
-6.5%
Q4 2021$52,000
+10.6%
1610.0%0.03%
+6.9%
Q3 2021$47,000
+2.2%
1610.0%0.03%
+3.6%
Q2 2021$46,000
+12.2%
161
+0.6%
0.03%
+12.0%
Q1 2021$41,000
-2.4%
1600.0%0.02%
-3.8%
Q4 2020$42,000
+16.7%
1600.0%0.03%
+4.0%
Q3 2020$36,000
+12.5%
1600.0%0.02%
-24.2%
Q2 2020$32,000
+14.3%
1600.0%0.03%
+13.8%
Q1 2020$28,000
-3.4%
1600.0%0.03%
+31.8%
Q4 2019$29,0001600.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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