Edge Wealth Management 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
Edge Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$10,000
+11.1%
300.0%0.00%0.0%
Q3 2021$9,0000.0%300.0%0.00%0.0%
Q2 2021$9,000
+12.5%
300.0%0.00%0.0%
Q1 2021$8,0000.0%300.0%0.00%0.0%
Q4 2020$8,000
+14.3%
300.0%0.00%0.0%
Q3 2020$7,000
+16.7%
300.0%0.00%
+100.0%
Q2 2020$6,000
+20.0%
300.0%0.00%0.0%
Q1 2020$5,0000.0%300.0%0.00%0.0%
Q4 2019$5,000
-98.7%
30
-99.2%
0.00%
-99.4%
Q1 2016$399,0003,7500.18%
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