Badgley Phelps Wealth Managers, 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
Badgley Phelps Wealth Managers, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$501,429
+16.6%
1,841
+21.2%
0.02%
+21.4%
Q2 2023$429,871
+13.4%
1,5190.0%0.01%0.0%
Q1 2023$378,949
+13.9%
1,519
-2.7%
0.01%
+7.7%
Q4 2022$332,707
+30.5%
1,561
+31.1%
0.01%
+18.2%
Q3 2022$255,000
-3.8%
1,191
+0.3%
0.01%0.0%
Q2 2022$265,000
-66.6%
1,187
-57.0%
0.01%
-60.7%
Q1 2022$794,000
+106.2%
2,761
+130.3%
0.03%
+115.4%
Q4 2021$385,000
+10.6%
1,1990.0%0.01%0.0%
Q3 2021$348,0001,1990.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders