Regal Investment Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 917 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,825,298
-4.1%
50,770
-0.4%
1.16%
-3.7%
Q2 2023$14,422,601
+18.0%
50,970
+4.0%
1.21%
+12.0%
Q1 2023$12,220,544
+17.7%
48,992
+0.6%
1.08%
+7.4%
Q4 2022$10,381,465
+6.0%
48,714
+6.4%
1.00%
-2.7%
Q3 2022$9,793,000
-0.0%
45,774
+4.2%
1.03%
+1.3%
Q2 2022$9,795,000
-14.6%
43,945
+10.2%
1.02%
-3.0%
Q1 2022$11,466,000
-4.8%
39,866
+6.3%
1.05%
-1.3%
Q4 2021$12,039,000
+0.1%
37,516
-9.5%
1.07%
-8.7%
Q3 2021$12,024,000
+15.3%
41,438
+13.9%
1.17%
+11.6%
Q2 2021$10,431,000
+16.6%
36,370
+4.5%
1.05%
-88.5%
Q1 2021$8,944,000
-2.1%
34,794
-3.5%
9.06%
+777.5%
Q4 2020$9,135,000
+18.2%
36,057
+6.2%
1.03%
-88.7%
Q3 2020$7,727,000
+2.8%
33,946
-8.7%
9.13%
+562.6%
Q2 2020$7,514,000
+28.0%
37,183
-0.7%
1.38%
-84.0%
Q1 2020$5,870,000
-18.2%
37,463
-5.0%
8.62%
+567.5%
Q4 2019$7,180,000
+8.0%
39,415
-1.4%
1.29%
-0.4%
Q3 2019$6,646,000
+0.9%
39,966
-0.8%
1.30%
+1.1%
Q2 2019$6,584,000
+4.7%
40,298
+0.3%
1.28%
+0.4%
Q1 2019$6,286,000
+12.5%
40,187
-3.4%
1.28%
+4.4%
Q4 2018$5,589,000
-11.6%
41,604
+6.0%
1.22%
-8.0%
Q3 2018$6,319,000
+55.8%
39,241
+44.9%
1.33%
+8.0%
Q2 2018$4,056,000
-24.2%
27,077
-28.2%
1.23%
+4.1%
Q1 2018$5,354,000
-0.3%
37,735
-1.1%
1.18%
-1.1%
Q4 2017$5,368,000
+3.3%
38,164
-2.5%
1.20%
-1.3%
Q3 2017$5,197,000
+3.0%
39,147
-1.4%
1.21%
-3.0%
Q2 2017$5,045,000
+5.1%
39,713
+0.6%
1.25%
-0.2%
Q1 2017$4,801,000
+9.8%
39,466
+0.7%
1.25%
+3.7%
Q4 2016$4,371,000
+5.5%
39,209
+6.3%
1.21%
+2.8%
Q3 2016$4,142,000
+6.0%
36,890
+1.2%
1.18%
+9.4%
Q2 2016$3,906,000
+8.5%
36,435
+7.8%
1.07%
+10.2%
Q1 2016$3,599,000
-2.9%
33,811
-2.9%
0.98%
+1.5%
Q4 2015$3,705,000
+45.9%
34,827
+37.5%
0.96%
+45.8%
Q3 2015$2,540,000
+32.3%
25,335
+41.2%
0.66%
+27.0%
Q2 2015$1,920,000
+25.5%
17,939
+22.6%
0.52%
+37.3%
Q1 2015$1,530,000
+12.7%
14,627
+12.4%
0.38%
+3.8%
Q4 2014$1,358,000
+55.4%
13,013
+48.4%
0.36%
+37.9%
Q3 2014$874,000
+385.6%
8,768
+382.3%
0.26%
+312.5%
Q2 2014$180,000
+5.9%
1,818
+0.1%
0.06%
-11.1%
Q1 2014$170,000
+0.6%
1,8170.0%0.07%
-25.8%
Q4 2013$169,000
-72.5%
1,817
-75.0%
0.10%
-73.0%
Q3 2013$614,000
-47.7%
7,262
-51.6%
0.36%
-44.6%
Q2 2013$1,173,00015,0060.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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