GeoWealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,627
+15977.1%
20,666
+16839.3%
0.64%
+15850.0%
Q2 2023$35
-85.5%
122
-89.2%
0.00%
-84.0%
Q4 2022$241
-100.0%
1,129
-96.3%
0.02%
-96.8%
Q1 2022$8,780,000
-67.7%
30,525
-64.0%
0.77%
-65.2%
Q4 2021$27,223,000
-16.7%
84,833
-24.7%
2.22%
-17.6%
Q3 2021$32,699,000
+40269.1%
112,694
+39862.4%
2.70%
+26860.0%
Q2 2021$81,000
+62.0%
282
+46.1%
0.01%
+25.0%
Q1 2021$50,000
-96.4%
193
-96.5%
0.01%
-96.4%
Q4 2020$1,402,000
-92.5%
5,480
-95.1%
0.22%
-94.7%
Q3 2019$18,724,000112,6054.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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