Rockbridge Investment Management, LCC - 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
Rockbridge Investment Management, LCC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$1,909,000
+11.6%
5,950
+1.0%
0.28%
-0.7%
Q3 2021$1,710,000
+1.2%
5,8930.0%0.28%
-1.0%
Q2 2021$1,690,000
+10.9%
5,893
-0.6%
0.29%
-0.7%
Q1 2021$1,524,000
+6.4%
5,929
+4.9%
0.29%
-1.7%
Q4 2020$1,432,000
+17.8%
5,651
+5.7%
0.29%
+1.7%
Q3 2020$1,216,000
+23.2%
5,344
+9.5%
0.29%
+12.5%
Q2 2020$987,0004,8820.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders