MERITAGE PORTFOLIO MANAGEMENT - 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
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$969
-4.3%
3,558
-0.6%
0.07%0.0%
Q2 2023$1,013
+5.9%
3,579
-6.7%
0.07%0.0%
Q1 2023$957
-9.4%
3,838
-22.6%
0.07%
-13.3%
Q4 2022$1,056
-99.9%
4,957
-20.5%
0.08%
-25.2%
Q3 2022$1,335,000
-66.1%
6,239
-64.7%
0.11%
-63.7%
Q2 2022$3,941,000
+52.7%
17,683
+97.0%
0.31%
+91.2%
Q1 2022$2,581,000
-10.5%
8,974
-0.2%
0.16%
-2.4%
Q4 2021$2,885,000
+9.9%
8,990
-0.7%
0.16%
+3.8%
Q3 2021$2,626,000
-6.9%
9,051
-8.0%
0.16%
-7.1%
Q2 2021$2,822,000
+10.5%
9,841
-0.9%
0.17%0.0%
Q1 2021$2,553,000
-15.6%
9,931
-16.9%
0.17%
-23.4%
Q4 2020$3,026,000
+28.7%
11,946
+15.6%
0.22%
+5.7%
Q3 2020$2,352,000
+15.9%
10,333
+2.9%
0.21%
+7.7%
Q2 2020$2,030,000
+862.1%
10,044
+646.2%
0.20%
+572.4%
Q1 2020$211,000
-35.7%
1,346
-25.3%
0.03%0.0%
Q4 2019$328,000
-40.6%
1,801
-46.7%
0.03%
-48.2%
Q2 2019$552,000
-97.4%
3,376
-97.9%
0.06%
-97.7%
Q4 2018$21,185,000
+8374.0%
157,711
+10068.3%
2.42%
+10408.7%
Q3 2018$250,000
+19.6%
1,551
+11.1%
0.02%
+15.0%
Q2 2018$209,000
-18.0%
1,396
-22.3%
0.02%
-20.0%
Q1 2018$255,000
-23.7%
1,796
-24.4%
0.02%
-21.9%
Q4 2017$334,000
-38.4%
2,376
-41.8%
0.03%
-39.6%
Q3 2017$542,0004,0830.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders