L. Roy Papp & Associates, LLP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
L. Roy Papp & Associates, LLP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,059,913
-4.9%
7,565
-1.2%
0.28%
+0.4%
Q2 2023$2,166,158
+13.4%
7,6550.0%0.28%
+7.8%
Q1 2023$1,909,480
+17.1%
7,6550.0%0.26%
+12.7%
Q4 2022$1,631,299
-6.2%
7,655
-5.8%
0.23%
-12.9%
Q3 2022$1,739,000
-4.0%
8,127
+0.0%
0.26%0.0%
Q2 2022$1,811,000
-22.5%
8,1260.0%0.26%
-9.9%
Q1 2022$2,337,000
-22.3%
8,126
-13.3%
0.29%
-15.1%
Q4 2021$3,006,000
-7.0%
9,368
-15.9%
0.34%
-16.3%
Q3 2021$3,232,000
-20.7%
11,138
-21.6%
0.41%
-20.2%
Q2 2021$4,077,000
+35.4%
14,213
+21.3%
0.52%
+19.2%
Q1 2021$3,012,000
-18.0%
11,720
-19.2%
0.43%
+2.1%
Q4 2020$3,675,000
+11.3%
14,5070.0%0.42%
-0.2%
Q3 2020$3,302,000
+4.8%
14,507
-6.9%
0.42%
-4.9%
Q2 2020$3,150,000
+17.5%
15,587
-8.9%
0.45%
-8.8%
Q1 2020$2,681,000
-13.9%
17,111
+0.1%
0.49%
+9.2%
Q4 2019$3,113,000
+7.6%
17,088
-1.8%
0.45%
-1.1%
Q3 2019$2,893,000
+1.8%
17,4010.0%0.45%
+1.6%
Q2 2019$2,843,000
+23.6%
17,401
+18.3%
0.45%
+7.7%
Q1 2019$2,301,000
+16.4%
14,7100.0%0.41%
+0.2%
Q4 2018$1,976,000
-20.5%
14,710
-4.6%
0.41%
-6.8%
Q3 2018$2,484,000
+3.8%
15,423
-3.5%
0.44%
-2.0%
Q2 2018$2,394,000
-11.0%
15,980
-15.7%
0.45%
-12.2%
Q1 2018$2,690,000
+13.3%
18,960
+12.3%
0.52%
+9.8%
Q4 2017$2,374,000
+9.9%
16,879
-0.7%
0.47%
+0.4%
Q2 2017$2,160,000
+12.4%
17,006
-1.3%
0.47%
+6.1%
Q4 2016$1,921,000
-0.7%
17,2280.0%0.44%
-2.0%
Q3 2016$1,935,000
-18.7%
17,228
-22.4%
0.45%
-20.1%
Q2 2016$2,379,000
+0.7%
22,188
+0.0%
0.56%
+0.4%
Q1 2016$2,362,000
+36.4%
22,185
+36.3%
0.56%
+32.1%
Q4 2015$1,732,000
-6.4%
16,282
-11.7%
0.42%
-7.2%
Q3 2015$1,850,000
-5.9%
18,444
+0.4%
0.46%
+2.2%
Q2 2015$1,966,000
+0.9%
18,364
-1.5%
0.45%
+4.7%
Q1 2015$1,949,000
-2.8%
18,636
-3.0%
0.43%
-2.5%
Q4 2014$2,005,000
+7.9%
19,209
+3.0%
0.44%
+1.9%
Q3 2014$1,859,000
+0.8%
18,650
+0.0%
0.43%
+3.6%
Q2 2014$1,844,000
+5.9%
18,644
+0.0%
0.42%
+2.2%
Q1 2014$1,742,000
-2.1%
18,638
-2.5%
0.41%
+5.7%
Q4 2013$1,780,000
+16.5%
19,125
+5.9%
0.38%
+5.8%
Q3 2013$1,528,000
+14.2%
18,064
+5.5%
0.36%
+9.0%
Q2 2013$1,338,00017,1210.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders