BURNEY CO/ - 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
BURNEY CO/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,166,166
+0.0%
4,282
+3.9%
0.06%
+3.8%
Q2 2023$1,165,922
-37.2%
4,120
-44.7%
0.05%
-42.4%
Q1 2023$1,857,515
-3.5%
7,447
-17.6%
0.09%
-5.2%
Q4 2022$1,924,924
-15.9%
9,033
-15.6%
0.10%
-23.0%
Q3 2022$2,290,000
-4.0%
10,700
-0.0%
0.13%0.0%
Q2 2022$2,386,000
-24.2%
10,703
-2.1%
0.13%
-12.5%
Q1 2022$3,146,000
-14.9%
10,937
-5.1%
0.14%
-10.0%
Q4 2021$3,696,000
+8.4%
11,519
-2.0%
0.16%0.0%
Q3 2021$3,410,000
+0.6%
11,753
-0.5%
0.16%
+1.3%
Q2 2021$3,388,000
+5.3%
11,811
-5.6%
0.16%
-0.6%
Q1 2021$3,216,000
+1.5%
12,510
-0.0%
0.16%
-8.6%
Q4 2020$3,170,000
+4.4%
12,513
-6.2%
0.17%
-7.4%
Q3 2020$3,037,000
+9.0%
13,346
-3.2%
0.19%
+3.9%
Q2 2020$2,786,000
+17.8%
13,786
-8.7%
0.18%
-0.5%
Q1 2020$2,366,000
-49.2%
15,103
-41.0%
0.18%
-29.2%
Q4 2019$4,660,000
+8.6%
25,582
-0.9%
0.26%0.0%
Q3 2019$4,292,000
-4.3%
25,811
-6.0%
0.26%
-5.5%
Q2 2019$4,487,000
-21.2%
27,463
-24.6%
0.27%
-22.9%
Q1 2019$5,695,000
-2.0%
36,407
-15.9%
0.35%
-13.7%
Q4 2018$5,813,000
-21.6%
43,273
-6.0%
0.41%
-7.3%
Q3 2018$7,412,000
-5.8%
46,026
-12.4%
0.44%
-4.3%
Q2 2018$7,868,000
+19.3%
52,517
+13.0%
0.46%
+13.0%
Q1 2018$6,594,000
-15.3%
46,477
-16.0%
0.41%
-7.3%
Q4 2017$7,784,000
+38.3%
55,343
+29.9%
0.44%
+20.2%
Q3 2017$5,628,000
+60.6%
42,613
+54.2%
0.37%
+59.1%
Q2 2017$3,505,000
+15.5%
27,626
+10.7%
0.23%
+15.0%
Q1 2017$3,035,000
+10.4%
24,947
+1.1%
0.20%
+7.0%
Q4 2016$2,750,000
-7.1%
24,666
-6.3%
0.19%
-10.5%
Q3 2016$2,961,000
-0.7%
26,318
-5.4%
0.21%
-2.3%
Q2 2016$2,981,000
-4.4%
27,810
-5.1%
0.21%
-5.7%
Q1 2016$3,119,000
+10.3%
29,303
+10.9%
0.23%
+18.2%
Q2 2015$2,829,000
+0.5%
26,427
-1.8%
0.19%
-0.5%
Q1 2015$2,816,000
+17.6%
26,916
+17.3%
0.19%
+1.6%
Q4 2014$2,395,000
+18.7%
22,947
+13.4%
0.19%
+9.8%
Q3 2014$2,017,000
+4.6%
20,239
+3.7%
0.17%
+3.6%
Q2 2014$1,929,000
+27.0%
19,509
+20.1%
0.17%
+21.0%
Q1 2014$1,519,000
+12.0%
16,246
+11.5%
0.14%
+4.5%
Q4 2013$1,356,000
+45.5%
14,573
+32.3%
0.13%
+26.9%
Q3 2013$932,000
+29.8%
11,016
+19.8%
0.10%
+15.6%
Q2 2013$718,0009,1930.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders