Cohen Klingenstein LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
Cohen Klingenstein LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,866,257
-3.2%
14,198
+0.6%
0.18%
+1.2%
Q2 2023$3,993,414
+14.1%
14,113
+0.6%
0.17%
+5.5%
Q1 2023$3,500,890
+18.1%
14,035
+0.9%
0.16%
+10.1%
Q4 2022$2,964,360
+0.2%
13,910
+0.7%
0.15%
-5.1%
Q3 2022$2,957,000
-3.4%
13,820
+0.6%
0.16%
+1.9%
Q2 2022$3,061,000
-21.9%
13,735
+0.8%
0.15%
-5.5%
Q1 2022$3,920,000
-10.4%
13,6300.0%0.16%
-5.8%
Q4 2021$4,374,000
+11.2%
13,630
+0.5%
0.17%
+0.6%
Q3 2021$3,935,000
+1.2%
13,5600.0%0.17%
+3.0%
Q2 2021$3,889,000
+12.6%
13,560
+0.9%
0.17%
+5.0%
Q1 2021$3,453,000
+1.4%
13,4350.0%0.16%
-6.5%
Q4 2020$3,404,000
+14.3%
13,435
+2.7%
0.17%
+1.2%
Q3 2020$2,978,000
+12.6%
13,0850.0%0.17%
+3.7%
Q2 2020$2,644,000
+29.0%
13,0850.0%0.16%
+6.6%
Q1 2020$2,050,000
-14.0%
13,0850.0%0.15%
+10.1%
Q4 2019$2,384,000
+13.4%
13,085
+3.4%
0.14%
+4.5%
Q3 2019$2,103,000
+1.7%
12,6500.0%0.13%
-10.2%
Q2 2019$2,067,000
+4.4%
12,6500.0%0.15%
+6.5%
Q1 2019$1,979,000
+21.6%
12,650
+4.4%
0.14%
-43.9%
Q4 2018$1,628,000
-16.6%
12,1200.0%0.25%
-0.8%
Q3 2018$1,952,000
+7.5%
12,1200.0%0.25%0.0%
Q2 2018$1,816,000
+5.6%
12,1200.0%0.25%
+1.6%
Q1 2018$1,720,000
+2.9%
12,120
+2.0%
0.24%
+2.5%
Q4 2017$1,671,000
+6.0%
11,8800.0%0.24%0.0%
Q3 2017$1,577,000
+6.8%
11,880
+2.3%
0.24%
+3.5%
Q2 2017$1,476,000
+4.5%
11,6150.0%0.23%
+1.8%
Q1 2017$1,413,000
+11.6%
11,615
+2.3%
0.23%
+4.6%
Q4 2016$1,266,000
+1.5%
11,355
+2.3%
0.22%0.0%
Q3 2016$1,247,000
+4.8%
11,1050.0%0.22%
-1.4%
Q2 2016$1,190,000
+0.7%
11,1050.0%0.22%
-1.8%
Q1 2016$1,182,00011,1050.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders