Daniels&Tansey,LLP - 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
Daniels&Tansey,LLP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,574,661
-12.0%
83,916
+80.6%
4.01%
-7.8%
Q2 2023$13,147,029
+9.4%
46,462
-3.6%
4.35%
+5.4%
Q1 2023$12,019,731
+22.1%
48,186
+4.3%
4.12%
+9.4%
Q4 2022$9,846,715
+1.2%
46,204
+1.6%
3.77%
-6.5%
Q3 2022$9,730,000
-6.6%
45,481
-2.7%
4.03%
-0.5%
Q2 2022$10,420,000
-20.9%
46,753
+2.1%
4.05%
-9.0%
Q1 2022$13,173,000
-13.0%
45,804
-2.9%
4.45%
-4.8%
Q4 2021$15,142,000
+10.8%
47,187
+0.2%
4.68%
-1.2%
Q3 2021$13,664,000
-2.2%
47,089
+1.0%
4.74%
-2.6%
Q2 2021$13,972,000
+23.1%
46,640
+5.6%
4.86%
+8.4%
Q1 2021$11,349,000
-2.5%
44,156
-3.5%
4.48%
-7.3%
Q4 2020$11,639,000
+10.7%
45,749
+1.5%
4.84%
-7.6%
Q3 2020$10,514,00045,0595.23%
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