ROMAN BUTLER FULLERTON & CO - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 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
ROMAN BUTLER FULLERTON & CO ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,705,101
+16.4%
9,724
+22.7%
1.28%
+19.7%
Q2 2023$2,324,790
+24.0%
7,927
+2.7%
1.07%
+14.4%
Q1 2023$1,875,281
+7.5%
7,715
-0.2%
0.93%
+3.4%
Q4 2022$1,744,475
+6.2%
7,731
-0.8%
0.90%
-13.7%
Q3 2022$1,643,000
-10.9%
7,791
-2.4%
1.04%
+2.1%
Q2 2022$1,845,000
-19.5%
7,980
+0.1%
1.02%
-3.5%
Q1 2022$2,293,000
-21.1%
7,971
-12.0%
1.06%
-17.4%
Q4 2021$2,907,000
+5.5%
9,060
+0.2%
1.28%
-0.2%
Q3 2021$2,755,000
+8.3%
9,044
+2.0%
1.29%
+3.9%
Q2 2021$2,543,000
+4.4%
8,866
+0.6%
1.24%
+1.6%
Q1 2021$2,435,000
+7.8%
8,811
-1.1%
1.22%
-8.6%
Q4 2020$2,258,000
+18.3%
8,913
+6.3%
1.33%
+6.7%
Q3 2020$1,909,000
+40.6%
8,388
+24.8%
1.25%
+28.9%
Q2 2020$1,358,000
+39.6%
6,722
+8.2%
0.97%
+12.8%
Q1 2020$973,000
-6.8%
6,210
+8.3%
0.86%
+24.7%
Q4 2019$1,044,000
+18.1%
5,733
+7.8%
0.69%
+12.8%
Q3 2019$884,000
+3.2%
5,319
+1.4%
0.61%
+6.1%
Q2 2019$857,000
+54.1%
5,247
+47.6%
0.58%
+48.1%
Q1 2019$556,0003,5540.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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