PACIFIC CAPITAL WEALTH ADVISORS, INC - 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
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$315,063
-3.8%
1,1570.0%0.09%
+6.0%
Q2 2023$327,385
+6.4%
1,157
-6.2%
0.08%
+5.1%
Q1 2023$307,560
+3.2%
1,233
-11.8%
0.08%
+2.6%
Q4 2022$297,928
-10.3%
1,398
-9.9%
0.08%
-14.4%
Q3 2022$332,000
-4.0%
1,5520.0%0.09%
-6.2%
Q2 2022$346,000
-37.4%
1,552
-19.3%
0.10%
-39.2%
Q1 2022$553,000
-3.7%
1,922
+7.5%
0.16%
-4.2%
Q4 2021$574,000
+1451.4%
1,788
+1010.6%
0.16%
+650.0%
Q3 2020$37,0001610.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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