NATIONS FINANCIAL GROUP INC, /IA/ /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 834 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,295,585
+1.5%
30,463
+5.5%
0.84%
+4.1%
Q2 2023$8,169,455
+28.1%
28,871
+12.9%
0.80%
+19.9%
Q1 2023$6,378,704
+34.5%
25,572
+14.9%
0.67%
+25.8%
Q4 2022$4,742,708
+6.6%
22,254
+7.1%
0.53%
-17.4%
Q3 2022$4,447,000
+7.9%
20,787
+12.4%
0.64%
+16.5%
Q2 2022$4,122,000
-18.8%
18,493
+4.8%
0.55%
-9.2%
Q1 2022$5,074,000
+11.4%
17,644
+24.4%
0.61%
+1.7%
Q4 2021$4,553,000
+20.4%
14,186
+8.8%
0.60%
+4.4%
Q3 2021$3,783,000
-3.3%
13,036
-4.4%
0.57%
-12.4%
Q2 2021$3,911,000
+33.1%
13,637
+19.3%
0.66%
-2.1%
Q1 2021$2,938,000
+5.7%
11,431
+4.2%
0.67%
-8.6%
Q4 2020$2,780,000
+8.4%
10,974
-2.6%
0.73%
-8.0%
Q3 2020$2,565,000
+8.7%
11,268
-3.4%
0.80%
-5.0%
Q2 2020$2,359,000
+36.6%
11,670
+5.9%
0.84%
+13.7%
Q1 2020$1,727,000
+38.6%
11,021
+61.1%
0.74%
+71.4%
Q4 2019$1,246,000
+12.1%
6,842
+5.0%
0.43%
+7.5%
Q3 2019$1,112,000
+38.8%
6,517
+33.0%
0.40%
-24.4%
Q2 2019$801,000
-6.6%
4,901
-10.6%
0.53%
-10.0%
Q1 2019$858,000
+31.6%
5,483
+12.9%
0.59%
+12.6%
Q4 2018$652,000
-4.5%
4,856
+14.6%
0.52%
+6.7%
Q3 2018$683,000
+80.2%
4,239
+67.4%
0.49%
+54.3%
Q2 2018$379,000
+3.3%
2,533
-2.1%
0.32%
-5.4%
Q1 2018$367,000
+0.8%
2,587
+0.1%
0.34%
+0.3%
Q4 2017$364,000
+13.0%
2,585
+6.6%
0.33%
+6.7%
Q3 2017$322,000
+13.4%
2,426
+8.6%
0.31%
+33.8%
Q2 2017$284,000
+22.9%
2,234
+2.7%
0.23%
-22.3%
Q4 2015$231,0002,1750.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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