PATTEN & PATTEN INC/TN - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,276,592
-5.5%
4,688
-1.8%
0.11%0.0%
Q2 2023$1,350,571
+13.1%
4,773
-0.3%
0.11%
+6.7%
Q1 2023$1,194,321
+118384.2%
4,788
+1.3%
0.10%
+14.1%
Q4 2022$1,008
-99.9%
4,728
+6.4%
0.09%
+2.2%
Q3 2022$951,000
+12.7%
4,443
+17.4%
0.09%
+21.6%
Q2 2022$844,000
-15.1%
3,786
+9.5%
0.07%
+1.4%
Q1 2022$994,000
+2.2%
3,456
+14.0%
0.07%
+9.0%
Q4 2021$973,000
+13.8%
3,032
+2.8%
0.07%
+3.1%
Q3 2021$855,000
+22.7%
2,948
+21.3%
0.06%
+22.6%
Q2 2021$697,000
+37.2%
2,430
+23.0%
0.05%
+26.2%
Q1 2021$508,000
+2.2%
1,975
+0.8%
0.04%
-2.3%
Q4 2020$497,000
+125.9%
1,960
+62.0%
0.04%
+95.5%
Q4 2019$220,000
+9.5%
1,2100.0%0.02%0.0%
Q3 2019$201,0001,2100.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders