BARON SILVER STEVENS FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,535,083
-5.6%
49,705
-1.9%
3.06%
-2.7%
Q2 2023$14,343,988
+25.1%
50,693
+10.3%
3.15%
+5.5%
Q1 2023$11,464,136
+6.2%
45,959
-9.3%
2.98%
+12.4%
Q4 2022$10,795,332
+52.5%
50,656
-4.2%
2.66%
+37.8%
Q3 2022$7,079,000
-38.2%
52,872
+2.9%
1.93%
-34.9%
Q2 2022$11,453,000
-21.6%
51,385
+1.2%
2.96%
-13.5%
Q1 2022$14,604,000
-6.4%
50,781
+4.4%
3.42%
-7.2%
Q4 2021$15,601,000
+12.1%
48,618
+1.4%
3.69%
-0.5%
Q3 2021$13,912,000
+5.6%
47,947
+4.4%
3.71%
+3.7%
Q2 2021$13,177,000
+47.7%
45,946
+30.4%
3.57%
+17.0%
Q4 2020$8,923,00035,2253.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 93,208$28,976,41819.62%
McAlister, Sweet & Associates, Inc. 34,017$10,575,2059.82%
GoalVest Advisory LLC 70,143$21,806,0879.59%
Dentgroup LLC 20,974$6,520,3525.79%
FC Advisory LLC 40,783$12,678,7094.90%
GILL CAPITAL PARTNERS, LLC 34,372$10,685,5984.50%
CATALYST PRIVATE WEALTH, LLC 13,596$4,226,8031.98%
Agate Pass Investment Management, LLC 7,250$2,253,8801.31%
High Net Worth Advisory Group LLC 9,096$2,828,7051.05%
Compass Financial Group, INC/SD 9,305$2,892,6600.76%
View complete list of VANGUARD INDEX FDS shareholders