HARBOR ADVISORY CORP /MA/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
HARBOR ADVISORY CORP /MA/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$218,665
-3.8%
8030.0%0.08%
-1.2%
Q2 2023$227,217
+3.4%
803
-8.9%
0.08%
-4.8%
Q1 2023$219,757
-19.5%
881
-28.0%
0.08%
-30.0%
Q2 2022$273,000
-25.4%
1,223
-3.9%
0.12%
-18.4%
Q1 2022$366,000
-10.3%
1,2720.0%0.15%
-10.9%
Q4 2021$408,000
-24.2%
1,272
-31.4%
0.16%
-29.2%
Q3 2021$538,000
-5.1%
1,854
-6.2%
0.23%
-9.0%
Q2 2021$567,000
+5.6%
1,976
-5.5%
0.26%
+20.2%
Q1 2021$537,000
+12.6%
2,091
+11.0%
0.21%
-15.5%
Q4 2020$477,0001,8840.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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