IRON Financial LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 755 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.

Quarter-by-quarter ownership
IRON Financial LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$214,873
-3.6%
789
+0.1%
0.12%
+4.2%
Q2 2023$222,966
-7.9%
788
-6.5%
0.12%
+7.1%
Q1 2022$242,000
-14.5%
843
-4.4%
0.11%
-11.1%
Q4 2021$283,000
+10.5%
882
+0.1%
0.13%
+2.4%
Q3 2021$256,000
+1.6%
881
+0.1%
0.12%
+4.2%
Q2 2021$252,000
-66.1%
880
-69.6%
0.12%
-70.0%
Q1 2021$744,000
-5.0%
2,893
-6.4%
0.39%
-0.3%
Q4 2020$783,000
+12.8%
3,092
+1.5%
0.39%
+2.9%
Q3 2020$694,000
+10.7%
3,047
-1.9%
0.38%
+18.6%
Q2 2020$627,000
+7.5%
3,105
-16.6%
0.32%
-11.5%
Q1 2020$583,000
+24.6%
3,721
+44.7%
0.36%
+63.7%
Q4 2019$468,000
+10.4%
2,571
+0.7%
0.22%
-29.4%
Q3 2019$424,000
+4.7%
2,552
-1.5%
0.32%
-16.4%
Q2 2019$405,000
+19.8%
2,592
+19.8%
0.38%
+76.6%
Q1 2019$338,000
+16.2%
2,1630.0%0.21%
-5.7%
Q4 2018$291,000
-28.1%
2,163
-14.1%
0.23%
-16.5%
Q3 2018$405,000
+91.9%
2,517
+78.5%
0.27%
+136.5%
Q2 2018$211,0001,4100.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
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