Carlton Hofferkamp & Jenks Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,417 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,562,649
+58.7%
7,148
+45.7%
1.00%
+47.4%
Q1 2024$1,615,155
+71.6%
4,906
+68.2%
0.68%
+73.0%
Q4 2023$941,147
+58.8%
2,917
+31.3%
0.39%
+42.4%
Q3 2023$592,679
+57.7%
2,222
+67.3%
0.28%
+67.3%
Q2 2023$375,818
+77.5%
1,328
+59.4%
0.16%
+70.1%
Q1 2023$211,707
-18.3%
833
-10.4%
0.10%
-8.5%
Q1 2022$259,000
+1.2%
9300.0%0.11%
-1.9%
Q4 2021$256,000
-14.7%
9300.0%0.11%
-10.7%
Q3 2021$300,000
+11.1%
9300.0%0.12%
+4.3%
Q2 2021$270,000
+4.7%
9300.0%0.12%
+0.9%
Q1 2021$258,000
+9.8%
9300.0%0.12%
-0.9%
Q4 2020$235,000
+6.3%
9300.0%0.12%0.0%
Q3 2020$221,0009300.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders