Compass Ion Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,107 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.

Quarter-by-quarter ownership
Compass Ion Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,243,9290.0%6,5190.0%0.32%
-0.6%
Q1 2024$2,243,929
+38.3%
6,519
+25.0%
0.32%
+28.2%
Q4 2023$1,621,952
+16.5%
5,217
+2.1%
0.25%
+5.4%
Q3 2023$1,392,082
+72.8%
5,112
+79.6%
0.24%
+16.6%
Q2 2023$805,703
+13.6%
2,847
+0.1%
0.20%
+14.5%
Q1 2023$709,209
+17.3%
2,843
+0.2%
0.18%
+15.5%
Q4 2022$604,827
-0.2%
2,838
+0.2%
0.16%
-7.7%
Q3 2022$606,000
-3.8%
2,832
+0.2%
0.17%
-7.7%
Q2 2022$630,000
-22.4%
2,827
+0.1%
0.18%
-27.5%
Q1 2022$812,000
-10.3%
2,823
+0.1%
0.25%
-13.7%
Q4 2021$905,000
+10.8%
2,820
+0.1%
0.29%
-1.0%
Q3 2021$817,000
+7.9%
2,816
+6.6%
0.29%0.0%
Q2 2021$757,000
+6.9%
2,641
-4.2%
0.29%
+1.0%
Q1 2021$708,000
+1.6%
2,756
+0.1%
0.29%
+8.2%
Q4 2020$697,000
+5.1%
2,752
-5.6%
0.27%
-36.1%
Q3 2020$663,000
-0.3%
2,914
-11.4%
0.42%
-29.0%
Q2 2020$665,000
+29.1%
3,2890.0%0.59%
+27.8%
Q1 2020$515,000
+10.3%
3,289
+28.2%
0.46%
+92.5%
Q4 2019$467,0002,5660.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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