Iron Gate Global Advisors LLC - 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
Iron Gate Global Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,387,004
-5.4%
5,099
-1.6%
0.31%
-1.6%
Q2 2023$1,466,720
+8.3%
5,183
-4.6%
0.32%
-5.1%
Q1 2023$1,354,819
+6.1%
5,431
-9.3%
0.33%
-4.3%
Q4 2022$1,276,825
-1.8%
5,991
-1.4%
0.35%
-4.1%
Q3 2022$1,300,000
-11.4%
6,074
-7.8%
0.36%
-9.9%
Q2 2022$1,467,000
-42.1%
6,586
-25.1%
0.40%
-30.2%
Q1 2022$2,535,000
+8.1%
8,798
+19.6%
0.58%
+5.3%
Q4 2021$2,346,000
-37.2%
7,359
-42.8%
0.55%
+37.8%
Q3 2021$3,736,000
+166.1%
12,876
+163.0%
0.40%
+1.0%
Q2 2021$1,404,000
+67.7%
4,896
+50.2%
0.40%
+47.9%
Q1 2021$837,000
+84.8%
3,260
+81.9%
0.27%
+59.9%
Q4 2020$453,000
+11.0%
1,7920.0%0.17%
-2.9%
Q3 2020$408,000
+41.2%
1,792
+25.1%
0.17%
+22.9%
Q2 2020$289,0001,4320.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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