HARBOR ADVISORY CORP /MA/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.

Quarter-by-quarter ownership
HARBOR ADVISORY CORP /MA/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$249,637
+14.2%
8030.0%0.09%
+12.7%
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 Q4 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