Triangle Securities Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Triangle Securities Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,545,256
-7.9%
5,675
-4.3%
0.55%
-4.7%
Q2 2023$1,678,256
+18.7%
5,931
+4.7%
0.58%
+14.3%
Q1 2023$1,413,406
+13.1%
5,666
-3.3%
0.50%
+10.3%
Q4 2022$1,249,263
+19.2%
5,862
+19.7%
0.46%
+7.0%
Q3 2022$1,048,000
+11.1%
4,898
+15.8%
0.43%
+16.6%
Q2 2022$943,000
-22.8%
4,230
-0.4%
0.37%
-10.3%
Q1 2022$1,222,000
-11.6%
4,248
-1.4%
0.41%
-5.5%
Q4 2021$1,382,000
+3.1%
4,307
-6.8%
0.43%
-4.8%
Q3 2021$1,341,000
+39.3%
4,622
+37.7%
0.46%
+39.6%
Q2 2021$963,000
+9.2%
3,356
-2.2%
0.33%
+2.2%
Q1 2021$882,000
-2.6%
3,432
-4.0%
0.32%
-11.1%
Q4 2020$906,000
+8.6%
3,576
-2.4%
0.36%
-4.8%
Q3 2020$834,000
+9.0%
3,664
-3.2%
0.38%
+3.0%
Q2 2020$765,000
+13.5%
3,786
-12.0%
0.37%
-5.7%
Q1 2020$674,000
-16.0%
4,303
-2.3%
0.39%
+11.5%
Q4 2019$802,000
+10.5%
4,405
+0.8%
0.35%
-2.0%
Q3 2019$726,000
+1.0%
4,368
+0.8%
0.36%
-2.7%
Q2 2019$719,000
+12.2%
4,334
+5.7%
0.36%
+8.6%
Q1 2019$641,000
+19.1%
4,100
+2.4%
0.34%
+5.7%
Q4 2018$538,000
-23.1%
4,004
-7.9%
0.32%
-14.5%
Q3 2018$700,000
+7.0%
4,349
-0.3%
0.37%
+1.9%
Q2 2018$654,000
+9.2%
4,364
+3.4%
0.36%
+6.1%
Q1 2018$599,000
+19.6%
4,220
+18.5%
0.34%
+20.3%
Q4 2017$501,000
+12.3%
3,560
+5.9%
0.29%
+7.9%
Q3 2017$446,000
+27.8%
3,362
+22.4%
0.26%
+14.7%
Q2 2017$349,000
+26.4%
2,747
+21.0%
0.23%
+31.2%
Q1 2017$276,0002,2710.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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