Fort Point Capital Partners LLC - 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
Fort Point Capital Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$275,000
+10.4%
8570.0%0.04%0.0%
Q3 2021$249,000
+1.2%
8570.0%0.04%
-17.8%
Q2 2021$246,000
+11.8%
8570.0%0.04%
-4.3%
Q1 2021$220,000
+1.4%
8570.0%0.05%
-6.0%
Q4 2020$217,000
+5.3%
857
-55.4%
0.05%
-50.0%
Q2 2016$206,0001,9210.10%
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