Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 522 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.

Quarter-by-quarter ownership
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$301,000
+7.5%
1,189
-3.3%
0.08%
-5.1%
Q3 2020$280,000
+32.7%
1,230
+17.6%
0.08%
+29.5%
Q2 2020$211,000
+1.4%
1,046
-8.3%
0.06%
+27.1%
Q4 2019$208,000
+2.0%
1,141
-8.5%
0.05%
-11.1%
Q2 2019$204,000
+191.4%
1,247
+166.5%
0.05%
+116.0%
Q2 2018$70,000
+6.1%
4680.0%0.02%
+4.2%
Q1 2018$66,000
+17.9%
468
+9.3%
0.02%
+4.3%
Q3 2017$56,000
+3.7%
4280.0%0.02%
+9.5%
Q2 2017$54,000
+1.9%
4280.0%0.02%
-4.5%
Q1 2017$53,000
+39.5%
428
+25.9%
0.02%
+120.0%
Q4 2016$38,000
-34.5%
340
-34.7%
0.01%
-56.5%
Q3 2016$58,000
-17.1%
521
-21.1%
0.02%
-17.9%
Q2 2016$70,000
+600.0%
660
+602.1%
0.03%
+460.0%
Q1 2016$10,000940.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
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