Lenox Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,135 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$667,000
-22.9%
2,392
-11.3%
0.08%
-18.4%
Q4 2021$865,000
+9.6%
2,697
-0.8%
0.10%
+1.0%
Q3 2021$789,000
+0.9%
2,718
-0.3%
0.10%
+2.0%
Q2 2021$782,000
+11.6%
2,7270.0%0.10%
+4.2%
Q1 2021$701,000
-1.4%
2,727
-2.9%
0.10%
-5.0%
Q4 2020$711,000
+11.3%
2,8070.0%0.10%
+5.2%
Q3 2020$639,000
+12.7%
2,8070.0%0.10%
+6.7%
Q2 2020$567,000
+28.6%
2,807
-0.4%
0.09%
+9.8%
Q1 2020$441,000
-15.4%
2,817
-1.6%
0.08%
+1.2%
Q4 2019$521,000
+9.5%
2,8620.0%0.08%
+2.5%
Q3 2019$476,000
-1.9%
2,862
-3.7%
0.08%
-7.1%
Q2 2019$485,000
+3.9%
2,971
-0.5%
0.08%
-3.4%
Q1 2019$467,000
+9.9%
2,985
-5.6%
0.09%
-2.2%
Q4 2018$425,000
-26.1%
3,163
-11.5%
0.09%
-23.1%
Q3 2018$575,000
+14.3%
3,572
+6.5%
0.12%
+5.4%
Q2 2018$503,000
-12.8%
3,355
-17.5%
0.11%
-17.8%
Q1 2018$577,000
+142.4%
4,067
+140.5%
0.14%
+101.5%
Q4 2017$238,000
+66.4%
1,691
+25.5%
0.07%
+55.8%
Q1 2016$143,0001,3470.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders