MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$11,509,000
+3.3%
39,661
+2.1%
0.77%
+2.8%
Q2 2021$11,137,000
+16.7%
38,830
+4.6%
0.75%
+7.3%
Q1 2021$9,542,000
+0.8%
37,121
-0.6%
0.70%
-3.9%
Q4 2020$9,466,000
+11.3%
37,363
+4.1%
0.73%
-2.3%
Q3 2020$8,504,000
+8.6%
35,886
-7.4%
0.74%
-1.5%
Q2 2020$7,828,000
+28.6%
38,736
-0.3%
0.75%
+7.9%
Q1 2020$6,089,000
-16.5%
38,859
-2.9%
0.70%
+2.5%
Q4 2019$7,288,000
-5.5%
40,004
-13.7%
0.68%
-17.1%
Q3 2019$7,711,000
+18.2%
46,372
+16.1%
0.82%
+21.2%
Q2 2019$6,525,000
+3.1%
39,935
-1.3%
0.68%
-1.6%
Q1 2019$6,327,000
+19.0%
40,446
+2.1%
0.69%
+4.5%
Q4 2018$5,319,00039,5950.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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