BARTLETT & CO. WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,135 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,196,359
+10.0%
5,865
+1.1%
0.03%
+6.5%
Q1 2024$1,996,811
+10.1%
5,801
-0.2%
0.03%
+6.9%
Q4 2023$1,813,962
+13.9%
5,811
-0.6%
0.03%0.0%
Q3 2023$1,592,524
-6.6%
5,848
-2.9%
0.03%0.0%
Q2 2023$1,704,879
+13.1%
6,025
-0.3%
0.03%0.0%
Q1 2023$1,507,101
+17.1%
6,0420.0%0.03%
+11.5%
Q4 2022$1,287,542
-8.7%
6,042
-8.3%
0.03%
-13.3%
Q3 2022$1,410,276
+4.7%
6,588
+9.1%
0.03%
+11.1%
Q2 2022$1,346,495
+55.1%
6,041
+100.2%
0.03%
+80.0%
Q1 2022$867,958
-56.6%
3,018
-51.5%
0.02%
-55.9%
Q4 2021$1,997,832
+6.2%
6,226
-3.9%
0.03%
-5.6%
Q3 2021$1,880,448
+6.6%
6,481
+5.4%
0.04%
+5.9%
Q2 2021$1,763,407
+11.6%
6,148
+0.0%
0.03%
+6.2%
Q1 2021$1,580,064
+1.5%
6,1470.0%0.03%
-3.0%
Q4 2020$1,557,265
+11.2%
6,147
-0.1%
0.03%0.0%
Q3 2020$1,400,579
+14.6%
6,153
+1.7%
0.03%
+3.1%
Q2 2020$1,222,264
+32.6%
6,048
+2.8%
0.03%
+14.3%
Q1 2020$921,915
-21.7%
5,884
-9.0%
0.03%
-3.4%
Q4 2019$1,177,668
+10.4%
6,465
+0.8%
0.03%
+3.6%
Q3 2019$1,066,389
+17.8%
6,413
+16.1%
0.03%
-17.6%
Q2 2019$905,239
+4.4%
5,5260.0%0.03%
+3.0%
Q1 2019$866,759
+17.1%
5,526
+0.3%
0.03%
+3.1%
Q4 2018$740,020
+218.5%
5,509
+282.8%
0.03%
+255.6%
Q3 2018$232,370
+7.8%
1,4390.0%0.01%0.0%
Q2 2018$215,540
+5.6%
1,439
+0.1%
0.01%
+12.5%
Q1 2018$204,0421,4380.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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