Columbia Asset Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Columbia Asset Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,569
+8.7%
5,763
+13.0%
0.35%
+12.7%
Q2 2023$1,443
+32.0%
5,099
+16.4%
0.31%
+24.8%
Q1 2023$1,093
+28.7%
4,382
+10.0%
0.25%
+19.4%
Q4 2022$849
-99.9%
3,983
+15.1%
0.21%
+6.2%
Q3 2022$740,000
+44.0%
3,460
+50.0%
0.19%
+49.2%
Q2 2022$514,000
+20.9%
2,306
+74.2%
0.13%
+51.2%
Q4 2021$425,000
+16.1%
1,324
+5.1%
0.09%
+7.5%
Q3 2021$366,0001,2600.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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