DT Investment Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
DT Investment Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,311,445
-6.6%
4,8160.0%0.16%
-0.6%
Q2 2023$1,404,057
+15.8%
4,8160.0%0.16%
+8.8%
Q1 2023$1,212,043
+18.1%
4,8160.0%0.15%
+8.9%
Q4 2022$1,026,338
-0.4%
4,8160.0%0.14%
-19.6%
Q3 2022$1,030,000
-0.1%
4,816
+4.1%
0.17%
+9.8%
Q2 2022$1,031,000
-22.5%
4,6260.0%0.15%
-11.0%
Q1 2022$1,330,000
-10.4%
4,6260.0%0.17%
-10.9%
Q4 2021$1,484,000
+10.6%
4,6260.0%0.19%
+7.2%
Q3 2021$1,342,000
+1.1%
4,6260.0%0.18%
-2.2%
Q2 2021$1,327,000
+11.6%
4,6260.0%0.18%
+7.6%
Q1 2021$1,189,000
-2.9%
4,626
-4.3%
0.17%
-12.3%
Q4 2020$1,224,000
-92.9%
4,832
-93.6%
0.20%
-92.1%
Q3 2020$17,168,000
-61.4%
75,425
-65.7%
2.47%
-55.2%
Q2 2020$44,433,000
+3078.3%
219,867
+1584.0%
5.51%
+1422.9%
Q2 2015$1,398,00013,0560.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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