Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,674,688
-18.5%
17,166
-15.3%
0.19%
+67.3%
Q2 2023$5,734,728
+242.5%
20,266
+201.9%
0.11%
+18.9%
Q1 2023$1,674,552
+23.0%
6,713
+5.1%
0.10%
+126.2%
Q4 2022$1,361,168
-4.7%
6,387
-4.3%
0.04%
-65.9%
Q3 2022$1,428,000
+3.3%
6,676
+7.7%
0.12%
+7.0%
Q2 2022$1,382,000
+11.0%
6,201
+43.2%
0.12%
+30.7%
Q1 2022$1,245,000
+7.5%
4,329
+19.9%
0.09%
+6.0%
Q4 2021$1,158,000
+203.9%
3,610
+174.9%
0.08%
+151.5%
Q3 2021$381,000
+3.8%
1,313
+2.7%
0.03%0.0%
Q2 2021$367,000
-30.4%
1,278
-37.7%
0.03%
-38.9%
Q1 2021$527,000
-11.4%
2,050
-12.7%
0.05%
-21.7%
Q4 2020$595,000
+24.0%
2,349
+11.3%
0.07%
+3.0%
Q3 2020$480,000
+9.3%
2,111
-2.9%
0.07%
-4.3%
Q2 2020$439,000
+7.3%
2,174
-10.8%
0.07%
-7.9%
Q1 2020$409,000
+66.3%
2,438
+83.0%
0.08%
+52.0%
Q4 2019$246,000
+192.9%
1,332
+78.1%
0.05%
+127.3%
Q3 2016$84,000
+5.0%
7480.0%0.02%
+4.8%
Q2 2016$80,000
-94.4%
748
-88.8%
0.02%
-82.9%
Q3 2011$1,428,0006,6760.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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