PATTEN & PATTEN INC/TN - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,833,774
+8.8%
4,903
+0.1%
0.13%
+6.7%
Q1 2024$1,685,206
+11.0%
4,896
+0.3%
0.12%
-4.0%
Q4 2023$1,517,719
+18.9%
4,882
+4.1%
0.12%
+11.6%
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 Q1 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders