Chevy Chase Trust Holdings, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Chevy Chase Trust Holdings, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$224,656
-44.6%
825
-42.4%
0.00%
-50.0%
Q2 2023$405,482
+13.4%
1,4330.0%0.00%
+100.0%
Q1 2023$357,448
+2.2%
1,433
-12.7%
0.00%0.0%
Q4 2022$349,714
+74.9%
1,641
+82.7%
0.00%0.0%
Q2 2022$200,000
-22.5%
8980.0%0.00%0.0%
Q1 2022$258,000
-43.4%
898
-36.8%
0.00%0.0%
Q4 2021$456,000
-1.5%
1,422
-10.8%
0.00%
-50.0%
Q3 2021$463,000
-42.3%
1,594
-43.1%
0.00%
-33.3%
Q2 2021$803,000
+49.3%
2,799
+33.7%
0.00%
+50.0%
Q1 2021$538,000
-24.6%
2,094
-25.7%
0.00%
-33.3%
Q4 2020$714,000
+116.4%
2,820
+94.5%
0.00%
+200.0%
Q3 2020$330,000
-18.3%
1,450
-27.5%
0.00%
-50.0%
Q2 2020$404,000
+6.9%
2,000
-17.1%
0.00%0.0%
Q1 2020$378,000
-29.2%
2,414
-17.8%
0.00%0.0%
Q4 2019$534,000
+9.4%
2,9350.0%0.00%0.0%
Q3 2019$488,000
-37.6%
2,935
-38.7%
0.00%
-33.3%
Q2 2019$782,000
-12.7%
4,787
-12.5%
0.00%
-25.0%
Q1 2019$896,000
+20.8%
5,470
-0.9%
0.00%0.0%
Q4 2018$742,000
+251.7%
5,519
+173.1%
0.00%
+300.0%
Q1 2015$211,0000.0%2,0210.0%0.00%0.0%
Q4 2014$211,000
+5.0%
2,0210.0%0.00%0.0%
Q3 2014$201,0002,0210.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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