WMS Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 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
WMS Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$716,803
-3.8%
2,6320.0%0.06%
-3.4%
Q2 2023$744,816
-3.8%
2,632
-15.2%
0.06%
-13.2%
Q1 2023$774,050
-3.9%
3,103
-17.9%
0.07%
-15.0%
Q4 2022$805,141
-0.4%
3,7780.0%0.08%
-27.3%
Q3 2022$808,000
+4.1%
3,778
+8.5%
0.11%
-9.1%
Q2 2022$776,000
-23.1%
3,482
-0.7%
0.12%
-12.3%
Q1 2022$1,009,000
-17.5%
3,507
-16.8%
0.14%
-22.9%
Q3 2021$1,223,000
+3.1%
4,216
+1.9%
0.18%
+2.3%
Q2 2021$1,186,000
+15.8%
4,136
+2.3%
0.18%
-0.6%
Q4 2020$1,024,000
-32.1%
4,043
-38.9%
0.18%
-39.7%
Q3 2020$1,507,000
+6.6%
6,622
-5.4%
0.29%
-0.3%
Q2 2020$1,414,000
+107.9%
6,997
+61.3%
0.29%
+55.0%
Q1 2020$680,000
-12.9%
4,338
+1.2%
0.19%
+8.0%
Q4 2019$781,000
+9.5%
4,2860.0%0.18%
+2.3%
Q3 2019$713,000
-4.8%
4,286
-6.5%
0.17%
-7.1%
Q2 2019$749,000
+7.8%
4,586
+3.3%
0.18%
+6.4%
Q1 2019$695,000
+22.4%
4,440
+5.1%
0.17%
+8.8%
Q4 2018$568,000
-16.6%
4,2260.0%0.16%
+109.2%
Q3 2018$681,000
+7.6%
4,2260.0%0.08%
+2.7%
Q2 2018$633,000
+5.5%
4,2260.0%0.07%
+4.2%
Q1 2018$600,000
+1.0%
4,2260.0%0.07%
+6.0%
Q4 2017$594,000
+5.3%
4,226
-0.6%
0.07%0.0%
Q3 2017$564,000
+4.4%
4,2510.0%0.07%0.0%
Q2 2017$540,000
+4.4%
4,2510.0%0.07%
+3.1%
Q1 2017$517,000
+9.8%
4,251
+0.6%
0.06%
+3.2%
Q4 2016$471,000
-52.1%
4,226
-51.7%
0.06%
-52.3%
Q3 2016$983,000
+4.8%
8,7540.0%0.13%
+1.5%
Q2 2016$938,000
+11.4%
8,754
+10.7%
0.13%
+11.1%
Q1 2016$842,0000.0%7,9100.0%0.12%
-3.3%
Q4 2015$842,000
+148.4%
7,910
+133.9%
0.12%
+132.7%
Q3 2015$339,000
-90.1%
3,382
-89.5%
0.05%
-87.0%
Q2 2015$3,440,000
+2.3%
32,1390.0%0.40%
-2.9%
Q1 2015$3,362,000
+852.4%
32,139
+850.3%
0.41%
+663.0%
Q4 2014$353,000
-88.5%
3,382
-89.0%
0.05%
-88.7%
Q3 2014$3,062,000
+0.8%
30,7240.0%0.48%
+2.4%
Q2 2014$3,038,000
+6.5%
30,724
+0.7%
0.47%
+2.4%
Q1 2014$2,852,000
+0.5%
30,5080.0%0.46%
-2.4%
Q4 2013$2,839,000
+15.9%
30,508
+5.3%
0.47%0.0%
Q3 2013$2,450,000
+9.4%
28,962
+1.0%
0.47%
+14.7%
Q2 2013$2,240,00028,6620.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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