Stokes Family Office, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Stokes Family Office, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,344,706
-7.7%
15,955
-4.1%
0.51%
-6.2%
Q2 2023$4,708,171
+13.8%
16,639
+0.3%
0.54%
+5.4%
Q1 2023$4,138,210
+16.8%
16,590
-0.2%
0.52%
+13.2%
Q4 2022$3,544,019
+81.4%
16,630
+82.1%
0.46%
+63.4%
Q3 2022$1,954,000
-3.1%
9,131
+0.9%
0.28%
+1.5%
Q2 2022$2,017,000
-23.3%
9,051
-1.0%
0.28%
-21.2%
Q1 2022$2,630,000
-12.2%
9,146
-2.0%
0.35%
-6.2%
Q4 2021$2,994,000
+25.2%
9,331
+13.2%
0.37%
+12.0%
Q3 2021$2,391,000
+2.0%
8,241
+0.9%
0.33%0.0%
Q2 2021$2,344,000
+12.7%
8,171
+1.0%
0.33%
+2.8%
Q1 2021$2,079,000
+0.1%
8,089
-1.3%
0.32%
-21.0%
Q4 2020$2,076,000
+19.7%
8,195
+7.5%
0.41%
+4.1%
Q3 2020$1,734,000
+23.9%
7,620
+10.0%
0.39%
+11.3%
Q2 2020$1,400,000
+111.5%
6,930
+64.0%
0.35%
+99.4%
Q1 2020$662,000
-14.0%
4,2250.0%0.18%
+3.5%
Q4 2019$770,0004,2250.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders