HALBERT HARGROVE GLOBAL ADVISORS, 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
HALBERT HARGROVE GLOBAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$364,452
-4.3%
1,338
-0.6%
0.03%
-3.6%
Q2 2023$380,969
+12.7%
1,346
-0.7%
0.03%
+21.7%
Q1 2023$338,046
+2.6%
1,355
-12.4%
0.02%
-4.2%
Q4 2022$329,476
+24.3%
1,546
+24.7%
0.02%
+20.0%
Q3 2022$265,000
-3.3%
1,240
+1.0%
0.02%0.0%
Q2 2022$274,000
-28.3%
1,228
-7.5%
0.02%
-20.0%
Q1 2022$382,000
-3.0%
1,328
+8.1%
0.02%0.0%
Q4 2021$394,000
+10.7%
1,2280.0%0.02%0.0%
Q3 2021$356,000
+1.1%
1,2280.0%0.02%
+8.7%
Q2 2021$352,000
+1035.5%
1,228
+272.1%
0.02%
+130.0%
Q1 2014$31,0003300.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders