APPLETON PARTNERS INC/MA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$288
+13.8%
9280.0%0.02%
+4.5%
Q3 2023$253
-3.8%
9280.0%0.02%0.0%
Q2 2023$263
+13.9%
9280.0%0.02%
+4.8%
Q1 2023$231
-5.7%
928
-19.2%
0.02%
-8.7%
Q4 2022$245
-99.9%
1,1480.0%0.02%
-8.0%
Q3 2022$246,000
+4.7%
1,148
+9.0%
0.02%
+13.6%
Q2 2022$235,000
-58.9%
1,053
-47.0%
0.02%
-53.2%
Q1 2022$572,000
-5.8%
1,988
+5.1%
0.05%
+2.2%
Q4 2021$607,000
+58.1%
1,891
+42.7%
0.05%
+43.8%
Q3 2021$384,000
+1.1%
1,3250.0%0.03%0.0%
Q2 2021$380,000
+9.2%
1,325
-2.2%
0.03%0.0%
Q1 2021$348,000
-2.8%
1,355
-4.2%
0.03%
-8.6%
Q4 2020$358,000
-5.3%
1,415
-14.8%
0.04%
-16.7%
Q3 2020$378,000
+26.4%
1,660
+12.2%
0.04%
+16.7%
Q2 2020$299,000
+28.9%
1,4800.0%0.04%
+12.5%
Q1 2020$232,000
+16.0%
1,480
+34.5%
0.03%
+45.5%
Q4 2019$200,0001,1000.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders