SPINNAKER TRUST - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
SPINNAKER TRUST ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$227,651
+7.0%
836
+11.2%
0.02%
+13.3%
Q2 2023$212,786
+2.3%
752
-19.4%
0.02%
-6.2%
Q2 2022$208,000
-18.4%
933
+5.4%
0.02%
-5.9%
Q1 2022$255,000
-12.4%
885
-2.5%
0.02%
-10.5%
Q4 2021$291,000
+10.6%
9080.0%0.02%
+5.6%
Q3 2021$263,000
+1.2%
9080.0%0.02%0.0%
Q2 2021$260,000
+9.7%
908
-1.6%
0.02%0.0%
Q1 2021$237,000
-1.2%
923
-2.6%
0.02%
-5.3%
Q4 2020$240,000
+4.8%
948
-6.1%
0.02%
-5.0%
Q3 2020$229,000
+12.3%
1,0100.0%0.02%
+5.3%
Q2 2020$204,0001,0100.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders