LEAVELL INVESTMENT MANAGEMENT, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
LEAVELL INVESTMENT MANAGEMENT, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,171
-17.3%
11,644
-14.1%
0.22%
-14.6%
Q2 2023$3,834
+15.8%
13,548
+2.1%
0.26%
+10.2%
Q1 2023$3,311
+15.4%
13,273
-1.4%
0.24%
+9.8%
Q4 2022$2,870
-99.9%
13,468
-2.4%
0.22%
-8.1%
Q3 2022$2,951,000
-7.7%
13,795
-3.8%
0.23%
-4.5%
Q2 2022$3,197,000
-24.7%
14,343
-2.8%
0.24%
-16.1%
Q1 2022$4,244,000
-11.5%
14,758
-1.3%
0.29%
-8.5%
Q4 2021$4,797,000
+12.0%
14,948
+1.2%
0.32%0.0%
Q3 2021$4,284,000
+3.5%
14,764
-8.3%
0.32%
-5.3%
Q2 2021$4,140,0000.0%16,1050.0%0.34%0.0%
Q1 2021$4,140,000
-3.5%
16,105
-4.9%
0.34%
-8.9%
Q4 2020$4,288,000
+12.0%
16,927
+0.7%
0.37%
+11.1%
Q3 2020$3,827,000
+4.0%
16,816
-7.7%
0.33%
-7.0%
Q2 2020$3,680,000
+29.1%
18,210
+0.1%
0.36%
+8.5%
Q1 2020$2,851,000
-16.1%
18,195
-2.4%
0.33%
+3.8%
Q4 2019$3,397,000
+11.1%
18,646
+1.4%
0.32%
+1.3%
Q3 2019$3,058,000
+1.4%
18,389
-0.1%
0.31%
-0.9%
Q2 2019$3,015,000
+4.0%
18,408
-0.4%
0.32%
-2.2%
Q1 2019$2,900,000
+16.6%
18,488
-0.2%
0.32%
+3.5%
Q4 2018$2,488,000
-17.8%
18,523
-1.2%
0.31%
-4.0%
Q3 2018$3,028,000
+8.6%
18,749
+0.8%
0.33%
+2.8%
Q2 2018$2,788,000
+9.3%
18,609
+3.5%
0.32%
+6.7%
Q1 2018$2,550,000
+1.7%
17,976
+0.9%
0.30%
+0.7%
Q4 2017$2,507,000
+2.5%
17,821
-3.3%
0.30%
-2.3%
Q3 2017$2,446,000
+1.2%
18,426
-3.1%
0.30%
-1.3%
Q2 2017$2,416,000
+11.7%
19,016
+7.0%
0.31%
+10.1%
Q1 2017$2,162,000
-19.9%
17,773
-26.6%
0.28%
+49.5%
Q4 2016$2,700,000
+147.5%
24,216
+149.2%
0.19%
+15.5%
Q3 2016$1,091,000
-3.4%
9,718
-7.7%
0.16%
-3.0%
Q2 2016$1,129,000
-8.2%
10,528
-8.9%
0.17%
-9.8%
Q1 2016$1,230,000
-13.6%
11,552
-13.7%
0.18%
-12.0%
Q4 2015$1,423,000
+6.0%
13,379
-0.1%
0.21%
-1.4%
Q3 2015$1,343,000
-17.9%
13,394
-12.4%
0.21%
-16.5%
Q2 2015$1,636,000
+5.7%
15,284
+3.3%
0.25%
+8.5%
Q1 2015$1,548,000
+53.7%
14,799
+53.5%
0.23%
+51.0%
Q4 2014$1,007,000
+31.1%
9,643
+25.1%
0.16%
+27.0%
Q3 2014$768,000
-29.8%
7,708
-30.3%
0.12%
-29.5%
Q2 2014$1,094,000
-6.2%
11,063
-11.3%
0.17%
-10.8%
Q1 2014$1,166,000
+6.0%
12,478
+5.6%
0.19%
+4.3%
Q4 2013$1,100,000
+7.1%
11,820
-2.6%
0.19%
+0.5%
Q3 2013$1,027,000
+9.1%
12,135
+0.8%
0.18%
+5.7%
Q2 2013$941,000
+911.8%
12,035
+530.1%
0.18%
+629.2%
Q2 2010$93,0001,9100.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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