GeoWealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,417 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
Q2 2024$467,887
+154.1%
1,251
+133.8%
0.02%
+185.7%
Q1 2024$184,147
+27181.0%
535
-75.3%
0.01%
-87.5%
Q4 2023$675
-88.0%
2,167
-89.5%
0.06%
-91.2%
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 ↓
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