VALLEY NATIONAL ADVISERS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$774
+4.5%
2,841
+8.5%
0.14%
+8.0%
Q2 2023$741
+14.0%
2,6180.0%0.12%
+9.6%
Q1 2023$650
+10.2%
2,618
-1.4%
0.11%
+7.5%
Q4 2022$590
-99.9%
2,6550.0%0.11%
-12.4%
Q3 2022$579,000
-8.8%
2,655
-1.8%
0.12%
-9.7%
Q2 2022$635,000
-15.9%
2,705
+3.0%
0.13%
-7.6%
Q1 2022$755,000
-10.3%
2,6250.0%0.14%
-6.5%
Q4 2021$842,000
+12.1%
2,625
+1.4%
0.16%
+14.0%
Q3 2021$751,000
+1.2%
2,588
+0.0%
0.14%
+0.7%
Q2 2021$742,000
+13.8%
2,587
+2.0%
0.14%
+6.3%
Q1 2021$652,000
+1.4%
2,5370.0%0.13%
-5.9%
Q4 2020$643,000
+11.4%
2,5370.0%0.14%
+2.3%
Q3 2020$577,000
+17.0%
2,537
+4.0%
0.13%
+15.8%
Q2 2020$493,000
+29.1%
2,4390.0%0.11%
+7.5%
Q1 2020$382,000
-12.4%
2,439
+1.9%
0.11%
-2.8%
Q4 2019$436,000
+9.5%
2,3940.0%0.11%0.0%
Q3 2019$398,000
+1.8%
2,3940.0%0.11%
+1.9%
Q2 2019$391,000
+4.5%
2,3940.0%0.11%0.0%
Q1 2019$374,000
-10.3%
2,394
-22.9%
0.11%
-20.7%
Q4 2018$417,000
+10.6%
3,104
+32.4%
0.14%
+3.1%
Q3 2018$377,000
+7.4%
2,3440.0%0.13%
-2.2%
Q2 2018$351,000
+5.4%
2,3440.0%0.13%
+8.1%
Q1 2018$333,000
+0.9%
2,3440.0%0.12%
+7.8%
Q4 2017$330,000
+134.0%
2,344
+121.1%
0.12%
+139.6%
Q3 2017$141,000
+4.4%
1,0600.0%0.05%
-2.0%
Q2 2017$135,000
+4.7%
1,0600.0%0.05%0.0%
Q1 2017$129,000
+9.3%
1,0600.0%0.05%
-9.3%
Q4 2016$118,000
-0.8%
1,0600.0%0.05%
-11.5%
Q3 2016$119,000
+4.4%
1,0600.0%0.06%
+3.4%
Q2 2016$114,000
+0.9%
1,0600.0%0.06%
-3.3%
Q1 2016$113,0000.0%1,0600.0%0.06%
-9.0%
Q4 2015$113,000
+6.6%
1,0600.0%0.07%
+4.7%
Q3 2015$106,000
-6.2%
1,0600.0%0.06%0.0%
Q2 2015$113,000
+1.8%
1,0600.0%0.06%
-1.5%
Q1 2015$111,000
+12.1%
1,0600.0%0.06%
-13.3%
Q4 2014$99,0001,0600.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders