Veritable, L.P. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$3,184,818
+24.2%
11,255
+9.5%
0.05%
+16.7%
Q1 2023$2,564,178
+19.6%
10,280
+2.2%
0.04%
+13.5%
Q4 2022$2,144,056
-41.3%
10,061
-41.1%
0.04%
-47.9%
Q3 2022$3,653,000
+6.0%
17,073
+10.4%
0.07%
+14.5%
Q2 2022$3,446,000
-15.5%
15,461
+9.1%
0.06%
-1.6%
Q1 2022$4,076,000
-7.0%
14,173
+3.7%
0.06%
-3.1%
Q4 2021$4,384,000
+12.3%
13,661
+1.5%
0.06%
+3.2%
Q3 2021$3,904,000
+14.3%
13,453
+13.0%
0.06%
+14.5%
Q2 2021$3,415,000
+167.2%
11,908
+139.5%
0.06%
+150.0%
Q1 2021$1,278,000
+50.5%
4,973
+48.4%
0.02%
+37.5%
Q4 2020$849,000
+12.2%
3,350
+0.7%
0.02%
+6.7%
Q3 2020$757,000
+138.1%
3,326
+111.4%
0.02%
+114.3%
Q2 2020$318,000
+36.5%
1,573
+5.6%
0.01%
+16.7%
Q1 2020$233,000
-14.0%
1,4890.0%0.01%
+20.0%
Q4 2019$271,000
+9.3%
1,4890.0%0.01%0.0%
Q3 2019$248,000
+2.1%
1,4890.0%0.01%0.0%
Q2 2019$243,000
+4.3%
1,4890.0%0.01%0.0%
Q1 2019$233,000
+0.9%
1,489
+3.8%
0.01%0.0%
Q3 2018$231,000
+7.4%
1,4350.0%0.01%0.0%
Q2 2018$215,000
+5.4%
1,4350.0%0.01%
+25.0%
Q1 2018$204,000
+1.0%
1,4350.0%0.00%0.0%
Q4 2017$202,000
+18.8%
1,435
-21.4%
0.00%0.0%
Q4 2013$170,0001,8260.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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