BEESE FULMER INVESTMENT MANAGEMENT, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.

Quarter-by-quarter ownership
BEESE FULMER INVESTMENT MANAGEMENT, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$458,616
-3.5%
1,684
+0.2%
0.05%
+2.0%
Q2 2023$475,411
+13.4%
1,6800.0%0.05%
+6.2%
Q1 2023$419,083
+4.4%
1,680
-10.8%
0.05%0.0%
Q4 2022$401,297
+0.1%
1,883
+0.5%
0.05%
-11.1%
Q3 2022$401,000
-13.6%
1,874
-10.0%
0.05%
-8.5%
Q2 2022$464,000
-19.6%
2,082
+3.8%
0.06%
-6.3%
Q1 2022$577,000
+6.3%
2,005
+18.4%
0.06%
+12.5%
Q4 2021$543,000
+6.3%
1,693
-3.9%
0.06%
-3.4%
Q3 2021$511,000
+63.8%
1,761
+61.9%
0.06%
+65.7%
Q2 2021$312,000
+22.8%
1,088
+10.2%
0.04%
+12.9%
Q1 2021$254,000
-28.5%
987
-29.6%
0.03%
-31.1%
Q4 2020$355,000
+15.3%
1,402
+3.5%
0.04%
+2.3%
Q3 2020$308,000
+15.4%
1,354
+2.6%
0.04%
+12.8%
Q2 2020$267,000
+18.1%
1,320
-8.3%
0.04%
-2.5%
Q1 2020$226,000
-4.2%
1,440
+11.4%
0.04%
+21.2%
Q4 2019$236,000
+9.8%
1,2930.0%0.03%
+3.1%
Q3 2019$215,000
+1.9%
1,2930.0%0.03%
-20.0%
Q2 2019$211,000
-3.2%
1,293
-7.2%
0.04%
-7.0%
Q1 2019$218,000
-2.7%
1,3930.0%0.04%
-2.3%
Q3 2018$224,000
+7.2%
1,3930.0%0.04%0.0%
Q2 2018$209,0001,3930.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders