Northeast Financial Consultants Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.

Quarter-by-quarter ownership
Northeast Financial Consultants Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$185,076,493
-2.9%
679,654
+0.9%
11.60%
-0.8%
Q2 2023$190,535,927
+12.0%
673,367
-1.3%
11.70%
+7.4%
Q1 2023$170,187,906
+14.1%
682,280
-2.5%
10.89%
+8.1%
Q4 2022$149,110,965
-4.1%
699,690
-3.8%
10.07%
-11.6%
Q3 2022$155,536,000
-2.9%
726,972
+1.1%
11.39%
+2.0%
Q2 2022$160,198,000
-22.2%
718,734
+0.4%
11.17%
-6.3%
Q1 2022$205,854,000
-9.4%
715,769
+1.0%
11.92%
-13.1%
Q4 2021$227,312,000
+12.3%
708,426
+1.6%
13.72%
+1.6%
Q3 2021$202,395,000
+4.5%
697,477
+3.3%
13.51%
+3.6%
Q2 2021$193,621,000
+11.6%
675,088
+0.0%
13.03%
-1.7%
Q1 2021$173,546,000
+3.7%
674,775
+2.2%
13.26%
-4.3%
Q4 2020$167,289,000
+16.7%
660,335
+4.8%
13.86%
+7.0%
Q3 2020$143,391,000
+15.1%
629,975
+2.2%
12.96%
+8.3%
Q2 2020$124,618,000
+37.8%
616,647
+6.8%
11.97%
+16.8%
Q1 2020$90,434,000
-14.6%
577,183
-0.7%
10.25%
+8.3%
Q4 2019$105,886,000
+12.1%
581,241
+2.3%
9.46%
-1.7%
Q3 2019$94,432,000
+4.3%
568,060
+2.5%
9.62%
+3.6%
Q2 2019$90,558,000
+25.5%
554,244
+3.1%
9.29%
-7.6%
Q4 2018$72,185,000
+44.9%
537,370
+73.7%
10.05%
-26.5%
Q3 2018$49,817,000
+29.5%
309,332
+20.4%
13.68%
+15.4%
Q2 2018$38,480,000
+23.4%
256,872
+16.9%
11.85%
+13.1%
Q1 2018$31,174,000
+5.8%
219,726
+5.0%
10.48%
+7.0%
Q4 2017$29,453,000
+15.2%
209,340
+8.7%
9.79%
+4.5%
Q3 2017$25,577,000
+16.5%
192,669
+11.5%
9.37%
+8.3%
Q2 2017$21,956,000
+12.7%
172,832
+7.9%
8.65%
+6.3%
Q1 2017$19,488,000
+18.6%
160,190
+8.7%
8.14%
+10.9%
Q4 2016$16,430,000
+211.6%
147,382
+213.8%
7.34%
+229.6%
Q3 2016$5,272,000
+275.8%
46,961
+258.7%
2.23%
+256.7%
Q2 2016$1,403,00013,0920.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
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