Agate Pass Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Agate Pass Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$2,253,880
+57.4%
7,250
+37.8%
1.31%
+34.6%
Q3 2023$1,432,351
+20.7%
5,260
+25.4%
0.97%
+34.9%
Q2 2023$1,186,734
+75.8%
4,194
+54.9%
0.72%
+62.9%
Q1 2023$675,234
+82.9%
2,707
+56.3%
0.44%
+69.3%
Q4 2022$369,107
+15.7%
1,732
+16.2%
0.26%
+7.4%
Q3 2022$319,000
+11.5%
1,490
+50.1%
0.24%
+35.8%
Q1 2022$286,000
+9.2%
993
+21.4%
0.18%
+9.8%
Q4 2021$262,0008180.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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