Peninsula Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,649 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Peninsula Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$54,614,643
-12.9%
141,459
-22.4%
10.21%
-18.4%
Q1 2024$62,735,240
-12.1%
182,264
-20.6%
12.51%
-15.0%
Q4 2023$71,369,729
+6.2%
229,573
-7.5%
14.72%
-6.4%
Q3 2023$67,188,147
-3.7%
248,266
+0.7%
15.73%
-13.7%
Q2 2023$69,751,032
+13.5%
246,505
+0.1%
18.23%
+2.8%
Q1 2023$61,455,480
+17.8%
246,374
+0.7%
17.74%
+8.1%
Q4 2022$52,151,694
+2.3%
244,717
+2.7%
16.41%
-8.8%
Q3 2022$50,997,000
-4.1%
238,358
-0.1%
18.00%
+0.0%
Q2 2022$53,195,000
-22.4%
238,658
+0.1%
18.00%
-7.9%
Q1 2022$68,589,000
-9.6%
238,486
+0.9%
19.54%
-4.3%
Q4 2021$75,879,000
+2.7%
236,456
-7.2%
20.41%
-13.0%
Q3 2021$73,901,000
+1.9%
254,681
+0.7%
23.46%
-1.2%
Q2 2021$72,505,000
+14.0%
252,797
+2.2%
23.73%
+4.2%
Q1 2021$63,588,000
+2.9%
247,386
+1.4%
22.79%
-1.8%
Q4 2020$61,808,000
+10.3%
243,974
-0.9%
23.20%
-3.3%
Q3 2020$56,015,000
+9.6%
246,100
-2.7%
23.99%
+0.7%
Q2 2020$51,113,000
+29.0%
252,924
+0.0%
23.83%
+7.5%
Q1 2020$39,612,000
-17.7%
252,808
-4.4%
22.17%
-0.5%
Q4 2019$48,152,000
+7.2%
264,326
-2.2%
22.29%
-0.7%
Q3 2019$44,934,000
+1.8%
270,255
+0.0%
22.45%
-0.9%
Q2 2019$44,156,000
+8.2%
270,210
+3.5%
22.66%
+0.5%
Q1 2019$40,816,000
+14.7%
260,971
-1.5%
22.55%
+1.7%
Q4 2018$35,600,000
-16.2%
265,041
+0.5%
22.17%
-3.2%
Q3 2018$42,469,000
+8.1%
263,770
+0.6%
22.90%
-0.8%
Q2 2018$39,292,000
+6.1%
262,234
+0.4%
23.09%
+4.6%
Q1 2018$37,043,000261,12922.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Trust Co of Tennessee 256,175$95,811,39634.28%
Rezny Wealth Management, Inc. 318,706$119,199,23131.88%
GOLDEN ROAD ADVISORS LLC 97,307$37,787,38731.16%
Fee-Only Financial Planning, L.C. 118,864$44,456,13829.93%
Safeguard Financial, LLC 283,568$106,057,13329.49%
Balentine LLC 1,720,031$643,308,76929.24%
Dougherty Wealth Advisers LLC 88,938$33,263,70129.07%
STEVENS CAPITAL PARTNERS 143,528$53,680,78127.70%
Blackston Financial Advisory Group, LLC 155,977$46,287,14325.90%
Mill Creek Capital Advisors, LLC 2,663,497$996,174,63425.36%
View complete list of VANGUARD INDEX FDS shareholders