Tortoise Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$157,395
-0.3%
578
+3.6%
0.02%0.0%
Q2 2023$157,892
+13.4%
5580.0%0.02%
+4.5%
Q1 2023$139,188
+17.0%
5580.0%0.02%
+4.8%
Q4 2022$118,915
-0.1%
5580.0%0.02%
-8.7%
Q3 2022$119,000
-4.0%
5580.0%0.02%
-4.2%
Q2 2022$124,000
-34.4%
558
-15.2%
0.02%
-31.4%
Q1 2022$189,000
-10.4%
6580.0%0.04%
-10.3%
Q4 2021$211,000
+10.5%
6580.0%0.04%0.0%
Q3 2021$191,000
+1.1%
6580.0%0.04%0.0%
Q2 2021$189,000
+8.6%
658
-2.9%
0.04%
+2.6%
Q1 2021$174,000
+19.2%
678
+17.3%
0.04%
+15.2%
Q4 2020$146,000
+10.6%
5780.0%0.03%
+3.1%
Q3 2020$132,000
+16.8%
578
+3.6%
0.03%
+10.3%
Q2 2020$113,000
+135.4%
558
+82.4%
0.03%
+107.1%
Q1 2020$48,000
-14.3%
3060.0%0.01%
+7.7%
Q4 2019$56,000
+9.8%
3060.0%0.01%0.0%
Q3 2019$51,000
+2.0%
3060.0%0.01%0.0%
Q2 2019$50,000
+4.2%
3060.0%0.01%0.0%
Q1 2019$48,000
+17.1%
3060.0%0.01%
+18.2%
Q4 2018$41,000
-16.3%
3060.0%0.01%
-15.4%
Q3 2018$49,000
+6.5%
3060.0%0.01%0.0%
Q2 2018$46,000
+7.0%
3060.0%0.01%
+8.3%
Q1 2018$43,0000.0%3060.0%0.01%0.0%
Q4 2017$43,000
+4.9%
3060.0%0.01%0.0%
Q3 2017$41,000
+5.1%
3060.0%0.01%
-7.7%
Q2 2017$39,000
+5.4%
3060.0%0.01%
+8.3%
Q1 2017$37,000
+8.8%
3060.0%0.01%0.0%
Q4 2016$34,000
+325.0%
306
+350.0%
0.01%
+300.0%
Q3 2016$8,000
+14.3%
680.0%0.00%
+50.0%
Q2 2016$7,0000.0%680.0%0.00%
-33.3%
Q1 2016$7,000680.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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