FormulaFolio Investments, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$927,000
+24.8%
3,232
+15.1%
0.31%
+28.1%
Q1 2021$743,000
-95.2%
2,809
-95.4%
0.24%
-25.3%
Q4 2020$15,470,000
+444.9%
61,064
+389.6%
0.32%
+197.2%
Q3 2020$2,839,000
+158.1%
12,473
+129.2%
0.11%
+142.2%
Q2 2020$1,100,000
+186.5%
5,441
+158.2%
0.04%
+221.4%
Q4 2019$384,000
+56.1%
2,107
+42.2%
0.01%
+40.0%
Q3 2019$246,000
-4.3%
1,482
-5.8%
0.01%
-9.1%
Q2 2019$257,000
-40.0%
1,573
-42.5%
0.01%
-42.1%
Q1 2019$428,000
+15.1%
2,738
+18.4%
0.02%
+18.8%
Q4 2018$372,0000.0%2,3120.0%0.02%0.0%
Q3 2018$372,000
+14.1%
2,312
+6.4%
0.02%0.0%
Q2 2018$326,0002,1730.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders