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 ↓
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