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 1,649 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$17,508,933
+7.2%
46,814
-1.4%
3.32%
+5.1%
Q1 2024$16,335,441
+8.6%
47,459
-1.9%
3.16%
+0.1%
Q4 2023$15,042,588
+11.1%
48,387
-2.7%
3.16%
+3.0%
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 2022
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