Portland Global Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
Portland Global Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$240
-3.6%
8800.0%0.04%
-2.4%
Q2 2023$249
+13.2%
8800.0%0.04%
+7.9%
Q1 2023$220
-99.9%
8800.0%0.04%
-11.6%
Q1 2022$253,000
-27.1%
880
-18.5%
0.04%
-25.9%
Q4 2021$347,000
+2.4%
1,080
-7.7%
0.06%
-7.9%
Q3 2021$339,000
+0.9%
1,1700.0%0.06%
-3.1%
Q2 2021$336,000
+11.6%
1,1700.0%0.06%
+1.6%
Q1 2021$301,000
+1.7%
1,1700.0%0.06%
-11.1%
Q4 2020$296,000
+11.3%
1,1700.0%0.07%
-6.5%
Q3 2020$266,000
+12.7%
1,1700.0%0.08%
+1.3%
Q2 2020$236,000
-15.7%
1,170
-34.4%
0.08%
-29.6%
Q1 2020$280,000
-28.4%
1,784
-16.9%
0.11%
-6.9%
Q4 2019$391,000
+9.5%
2,1480.0%0.12%
-2.5%
Q3 2019$357,000
+1.7%
2,1480.0%0.12%
+1.7%
Q2 2019$351,0002,1480.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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