FIRST FOUNDATION ADVISORS - 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
FIRST FOUNDATION ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$767,476
-17.5%
2,818
-14.3%
0.04%
-10.0%
Q2 2023$930,766
+75.7%
3,289
+54.9%
0.04%
+66.7%
Q1 2023$529,658
+1.3%
2,123
-13.5%
0.02%
-4.0%
Q4 2022$522,806
-4.2%
2,453
-3.9%
0.02%
-7.4%
Q3 2022$546,000
-5.9%
2,552
-2.0%
0.03%
+3.8%
Q2 2022$580,000
-22.6%
2,603
-0.0%
0.03%
-3.7%
Q1 2022$749,000
-17.3%
2,604
-7.8%
0.03%
-12.9%
Q4 2021$906,000
+10.5%
2,824
-0.0%
0.03%0.0%
Q3 2021$820,000
-1.1%
2,825
-2.2%
0.03%
-3.1%
Q2 2021$829,000
+11.6%
2,8890.0%0.03%0.0%
Q1 2021$743,000
-0.8%
2,889
-2.2%
0.03%
-3.0%
Q4 2020$749,000
+13.3%
2,955
+1.7%
0.03%
+6.5%
Q3 2020$661,000
+5.8%
2,905
-6.1%
0.03%
-3.1%
Q2 2020$625,000
+148.0%
3,095
+92.4%
0.03%
+113.3%
Q1 2020$252,000
-31.9%
1,609
-20.8%
0.02%
-16.7%
Q4 2019$370,000
+38.1%
2,031
+26.1%
0.02%
+28.6%
Q3 2019$268,0001,6110.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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