HOHIMER WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,135 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
HOHIMER WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$10,612,862
+12.7%
28,376
+3.7%
2.46%
+11.6%
Q1 2024$9,419,679
-4.2%
27,367
-13.5%
2.21%
-11.4%
Q4 2023$9,830,805
+21.9%
31,623
+6.8%
2.49%
+8.2%
Q3 2023$8,064,849
+40.4%
29,616
+45.9%
2.30%
+45.3%
Q2 2023$5,742,365
+145.3%
20,294
+116.3%
1.59%
+133.9%
Q1 2023$2,340,613
+135.0%
9,383
+100.7%
0.68%
+113.2%
Q4 2022$996,086
-44.6%
4,674
-44.4%
0.32%
-44.9%
Q3 2022$1,797,000
-7.7%
8,401
-3.8%
0.58%
+0.3%
Q2 2022$1,946,000
-37.9%
8,729
-19.8%
0.58%
-7.0%
Q1 2022$3,132,000
-33.3%
10,890
-25.6%
0.62%
-37.5%
Q4 2021$4,698,000
+7.0%
14,640
-3.3%
0.99%
+7.4%
Q3 2021$4,392,000
+3.1%
15,137
+2.0%
0.92%
+5.7%
Q2 2021$4,258,000
+17.6%
14,845
+5.4%
0.87%
-1.2%
Q1 2021$3,621,000
+28.2%
14,087
+26.3%
0.88%
+17.8%
Q4 2020$2,825,000
+38.2%
11,150
+27.0%
0.75%
+28.5%
Q3 2020$2,044,000
+40.9%
8,782
+22.3%
0.58%
+16.4%
Q2 2020$1,451,000
+78.7%
7,182
+56.6%
0.50%
+46.1%
Q1 2020$812,000
+96.6%
4,585
+102.1%
0.34%
+138.2%
Q4 2019$413,0002,2690.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders