Bank Julius Baer & Co. Ltd, Zurich - 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
Bank Julius Baer & Co. Ltd, Zurich ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$271
+11.5%
957
-1.8%
0.00%0.0%
Q1 2023$243
+16.8%
9750.0%0.00%
+100.0%
Q4 2022$208
-99.9%
975
+1.6%
0.00%
-50.0%
Q3 2022$205,000
-5.5%
960
-1.5%
0.00%0.0%
Q2 2022$217,000
-22.5%
9750.0%0.00%0.0%
Q1 2022$280,000
-10.5%
9750.0%0.00%0.0%
Q4 2021$313,000
+10.6%
9750.0%0.00%0.0%
Q3 2021$283,000
+1.1%
975
-0.1%
0.00%0.0%
Q2 2021$280,000
+11.6%
976
+0.1%
0.00%0.0%
Q1 2021$251,000
+1.6%
9750.0%0.00%0.0%
Q4 2020$247,000
-8.2%
975
-17.4%
0.00%
-33.3%
Q3 2020$269,000
+13.0%
1,1800.0%0.00%0.0%
Q2 2020$238,000
+28.6%
1,180
-2.9%
0.00%
-25.0%
Q1 2020$185,0001,2150.00%
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