NOVARE CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
NOVARE CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,568,717
-3.8%
5,7610.0%0.18%
+1.1%
Q2 2023$1,630,069
+9.6%
5,761
-3.4%
0.18%
+3.6%
Q1 2023$1,486,856
+17.0%
5,9610.0%0.17%
+12.7%
Q4 2022$1,270,301
-1.2%
5,961
-0.8%
0.15%
-9.1%
Q3 2022$1,286,000
-3.7%
6,011
+0.3%
0.16%0.0%
Q2 2022$1,336,000
-22.1%
5,995
+0.6%
0.16%
-9.8%
Q1 2022$1,714,0005,9610.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders