Destination Wealth Management - 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
Destination Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$46,062,672
-6.7%
169,155
-3.1%
1.79%
-2.7%
Q2 2023$49,390,199
+10.4%
174,548
-2.6%
1.84%
+8.6%
Q1 2023$44,718,839
+17.5%
179,277
+0.4%
1.70%
+12.0%
Q4 2022$38,064,260
-0.5%
178,613
-0.1%
1.51%
-5.9%
Q3 2022$38,244,000
-1.4%
178,751
+2.7%
1.61%
+2.8%
Q2 2022$38,799,000
-21.4%
174,071
+1.4%
1.56%
-14.5%
Q1 2022$49,378,000
-20.7%
171,689
-11.6%
1.83%
-17.0%
Q4 2021$62,291,000
+7.8%
194,112
-2.5%
2.20%
-1.7%
Q3 2021$57,758,000
-1.9%
199,050
-3.1%
2.24%
-1.3%
Q2 2021$58,894,000
+11.1%
205,341
-0.4%
2.27%
+3.8%
Q1 2021$53,013,000
-1.6%
206,243
-3.0%
2.19%
-6.6%
Q4 2020$53,852,000
+8.4%
212,570
-2.6%
2.34%
-6.8%
Q3 2020$49,694,000
+2.0%
218,328
-9.5%
2.52%
-4.6%
Q2 2020$48,736,000
+12.7%
241,161
-12.7%
2.64%
-0.6%
Q1 2020$43,261,000
-40.8%
276,094
-31.1%
2.65%
-28.6%
Q4 2019$73,017,000
+7.4%
400,816
-1.9%
3.72%
+0.9%
Q3 2019$67,972,000
+2.4%
408,781
+0.6%
3.68%
+0.7%
Q2 2019$66,389,000
+1.9%
406,321
-2.5%
3.66%
-0.3%
Q1 2019$65,173,000
+13.6%
416,654
-2.5%
3.67%
+6.2%
Q4 2018$57,382,000
-16.7%
427,171
-0.1%
3.45%
-9.9%
Q3 2018$68,867,000
+7.8%
427,640
+0.3%
3.83%
-0.1%
Q2 2018$63,894,000
+4.6%
426,499
-0.9%
3.84%
+3.3%
Q1 2018$61,088,000
-0.2%
430,560
-1.0%
3.72%0.0%
Q4 2017$61,201,000
+6.1%
435,127
+0.2%
3.72%
+0.8%
Q3 2017$57,666,000
+3.9%
434,398
-0.6%
3.69%
-0.4%
Q2 2017$55,514,000
+7.4%
436,983
+2.9%
3.70%
+4.1%
Q1 2017$51,666,000
+18.8%
424,672
+8.9%
3.56%
+11.3%
Q4 2016$43,492,000
+0.8%
390,129
+1.5%
3.19%
-4.3%
Q3 2016$43,166,000
+7.0%
384,419
+2.2%
3.34%
+0.4%
Q2 2016$40,338,000
+405.2%
376,289
+401.4%
3.32%
+334.2%
Q1 2016$7,984,0000.0%75,0490.0%0.76%0.0%
Q4 2015$7,984,000
+2349.1%
75,049
+2206.4%
0.76%
+2025.0%
Q3 2015$326,000
-60.7%
3,254
-58.0%
0.04%
-34.5%
Q2 2015$830,000
+163.5%
7,750
+164.6%
0.06%
+61.8%
Q1 2015$315,000
+21.6%
2,929
+17.9%
0.03%
+30.8%
Q4 2014$259,000
+16.7%
2,484
+11.3%
0.03%
+13.0%
Q3 2014$222,000
+0.5%
2,2310.0%0.02%0.0%
Q2 2014$221,000
+6.8%
2,231
+0.9%
0.02%
+4.5%
Q1 2014$207,000
+0.5%
2,2110.0%0.02%0.0%
Q4 2013$206,0002,2110.02%
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