TWIN FOCUS CAPITAL PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,665 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$6,176,490
+23.4%
16,514
+13.6%
0.99%
+3.6%
Q1 2024$5,005,783
+15.1%
14,543
+4.0%
0.95%
+7.7%
Q4 2023$4,348,962
+20.9%
13,989
+5.9%
0.88%
+9.5%
Q3 2023$3,595,892
+16.7%
13,205
+21.3%
0.81%
+29.7%
Q2 2023$3,080,331
-33.2%
10,886
-41.1%
0.62%
-31.9%
Q1 2023$4,612,409
+6.5%
18,491
-9.0%
0.92%
+1.1%
Q4 2022$4,332,235
-10.0%
20,329
-9.6%
0.90%
-21.8%
Q3 2022$4,811,000
-1.5%
22,488
+2.6%
1.16%
+5.5%
Q2 2022$4,884,000
-11.6%
21,912
+14.1%
1.10%
+2.1%
Q1 2022$5,525,000
+8.9%
19,210
+21.6%
1.07%
+5.8%
Q4 2021$5,072,000
+12.3%
15,804
+1.5%
1.02%
-3.8%
Q3 2021$4,517,000
+24.3%
15,568
+22.9%
1.06%
+25.4%
Q2 2021$3,633,000
+102.2%
12,668
+81.2%
0.84%
+63.6%
Q1 2021$1,797,000
+70.5%
6,991
+68.1%
0.51%
+59.1%
Q4 2020$1,054,000
+155.8%
4,160
+129.8%
0.32%
+115.3%
Q3 2020$412,000
+12.6%
1,8100.0%0.15%
+2.0%
Q2 2020$366,000
+1.1%
1,810
-21.6%
0.15%
-12.0%
Q1 2020$362,000
-14.0%
2,3100.0%0.17%
+23.7%
Q4 2019$421,000
+32.4%
2,310
+20.9%
0.14%
+8.0%
Q3 2019$318,000
+54.4%
1,910
+51.6%
0.12%
+43.7%
Q2 2019$206,000
-47.0%
1,260
-47.8%
0.09%
-56.7%
Q3 2018$389,000
+7.8%
2,4130.0%0.20%
+8.6%
Q2 2018$361,000
-3.5%
2,413
-8.5%
0.18%
-0.5%
Q1 2018$374,000
+0.8%
2,6380.0%0.19%
-1.1%
Q4 2017$371,000
+2.8%
2,638
-2.9%
0.19%
+0.5%
Q3 2017$361,000
+4.6%
2,7180.0%0.19%
-1.1%
Q2 2017$345,000
+9.5%
2,718
+4.8%
0.19%
-0.5%
Q1 2017$315,000
+194.4%
2,593
+140.5%
0.19%
+81.0%
Q3 2014$107,0001,0780.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders