KELLEHER FINANCIAL ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
KELLEHER FINANCIAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,306,933
-4.4%
12,144
-0.7%
1.65%
-11.9%
Q2 2023$3,458,903
+14.3%
12,224
+0.8%
1.87%
+0.1%
Q1 2023$3,025,208
+85.0%
12,128
+58.0%
1.87%
+63.5%
Q4 2022$1,635,619
+14.3%
7,675
+14.7%
1.14%
+11.3%
Q3 2022$1,431,000
+90.0%
6,691
+98.0%
1.03%
+202.7%
Q2 2022$753,000
-0.5%
3,379
+28.3%
0.34%
-18.9%
Q1 2022$757,000
-1.6%
2,633
+9.8%
0.42%
+2.2%
Q4 2021$769,000
-24.2%
2,398
-31.4%
0.41%
-8.5%
Q3 2021$1,014,000
+47.6%
3,497
+45.8%
0.45%
+15.8%
Q2 2021$687,000
-23.5%
2,398
-31.4%
0.39%
-33.1%
Q1 2021$898,000
+54.0%
3,497
+51.7%
0.58%
+31.7%
Q4 2020$583,000
+12.5%
2,305
+1.3%
0.44%
+2.1%
Q3 2020$518,000
+12.9%
2,2760.0%0.43%
-2.7%
Q2 2020$459,000
+35.8%
2,276
+5.3%
0.44%
+9.2%
Q1 2020$338,0002,1610.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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