JONES FINANCIAL COMPANIES LLLP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 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
JONES FINANCIAL COMPANIES LLLP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,884,393,345
-5.7%
17,936,886
-2.0%
8.03%
-2.7%
Q2 2023$5,180,437,039
+11.0%
18,308,019
-2.2%
8.26%
+7.6%
Q1 2023$4,667,223,092
+16.0%
18,710,805
-0.9%
7.67%
+9.8%
Q4 2022$4,022,095,282
+14.7%
18,873,328
+15.1%
6.99%
+8.7%
Q3 2022$3,507,827,000
-8.7%
16,395,544
+0.4%
6.43%
-1.6%
Q2 2022$3,841,995,000
-10.0%
16,335,174
+9.2%
6.53%
+2.7%
Q1 2022$4,271,162,000
+6.2%
14,955,179
+19.4%
6.36%
+12.1%
Q4 2021$4,019,988,000
+6.4%
12,527,229
+0.8%
5.68%
+1.5%
Q3 2021$3,777,831,000
+7.8%
12,430,269
+0.8%
5.59%
+3.6%
Q2 2021$3,504,715,000
+13.3%
12,335,453
+1.7%
5.40%
+5.5%
Q1 2021$3,091,960,000
-1.3%
12,124,117
-2.0%
5.12%
-10.9%
Q4 2020$3,133,540,000
+13.8%
12,368,912
+0.1%
5.74%
+0.3%
Q3 2020$2,752,799,000
+7.5%
12,360,990
-5.5%
5.72%
+2.3%
Q2 2020$2,560,810,000
+100.0%
13,077,183
+57.1%
5.59%
+81.0%
Q1 2020$1,280,097,000
-17.2%
8,323,649
-2.0%
3.09%
-0.2%
Q4 2019$1,546,927,000
+9.3%
8,491,664
-0.9%
3.09%
-0.8%
Q3 2019$1,415,105,000
-0.1%
8,565,331
-1.2%
3.12%
-1.9%
Q2 2019$1,416,893,000
+3.1%
8,671,848
-1.3%
3.18%
+1.0%
Q1 2019$1,373,952,000
+16.7%
8,783,737
-0.7%
3.15%
+7.6%
Q4 2018$1,177,534,000
-17.6%
8,850,057
-0.3%
2.92%
-8.5%
Q3 2018$1,429,615,000
+1.3%
8,877,390
-5.9%
3.20%
-2.9%
Q2 2018$1,410,810,000
+12.6%
9,430,515
+6.8%
3.29%
+8.3%
Q1 2018$1,253,313,000
-0.1%
8,833,615
-0.9%
3.04%
-3.3%
Q4 2017$1,254,057,000
+4.7%
8,916,157
-1.2%
3.14%
-3.5%
Q3 2017$1,197,422,000
+4.8%
9,020,132
+0.3%
3.26%
-3.5%
Q2 2017$1,142,494,000
+4.2%
8,993,181
-0.2%
3.38%
-4.7%
Q1 2017$1,096,132,000
+10.2%
9,009,796
+0.9%
3.54%
-3.0%
Q4 2016$995,082,000
-1.7%
8,926,103
-1.0%
3.65%
-9.6%
Q3 2016$1,012,503,000
+0.6%
9,016,859
-4.0%
4.04%
-6.4%
Q2 2016$1,006,389,000
+8.1%
9,387,960
+7.4%
4.32%
-21.7%
Q1 2016$930,662,000
-0.3%
8,742,713
-0.4%
5.52%
-4.9%
Q4 2015$933,659,000
+2.9%
8,775,813
-3.0%
5.80%
-0.8%
Q3 2015$907,045,000
-6.4%
9,044,215
-0.1%
5.85%
-5.3%
Q2 2015$968,742,000
+3.1%
9,049,438
+0.8%
6.18%
+0.6%
Q1 2015$939,488,000
+0.6%
8,980,870
+0.4%
6.14%
-4.6%
Q4 2014$933,913,000
+6.2%
8,946,377
+1.4%
6.43%
+1.0%
Q3 2014$879,740,000
+3.9%
8,826,526
+3.1%
6.37%
-0.8%
Q2 2014$846,858,000
+10.0%
8,562,769
+4.0%
6.42%
+1.4%
Q1 2014$769,587,000
+3.2%
8,232,636
+2.7%
6.33%
-3.9%
Q4 2013$745,901,000
+13.8%
8,016,134
+3.5%
6.58%
+3.9%
Q3 2013$655,286,000
+13.4%
7,744,780
+4.8%
6.34%
+2.4%
Q2 2013$577,769,0007,393,0846.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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