SHEPHERD KAPLAN KROCHUK, LLC - 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
SHEPHERD KAPLAN KROCHUK, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$912,784
-3.7%
3,352
+0.1%
0.79%
+5.9%
Q2 2023$947,441
+369.0%
3,348
+376.2%
0.75%
+885.5%
Q1 2022$202,000
-10.6%
7030.0%0.08%
-6.2%
Q4 2021$226,000
+10.8%
7030.0%0.08%
+8.0%
Q3 2021$204,000
+1.0%
7030.0%0.08%
+4.2%
Q2 2021$202,0007030.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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