Dakota Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,683,214
-12.6%
13,526
-9.1%
0.16%
-17.7%
Q2 2023$4,212,197
+14.8%
14,886
+1.2%
0.20%
-19.2%
Q1 2023$3,670,160
+13.9%
14,714
-2.7%
0.24%
+7.5%
Q4 2022$3,221,860
+10.5%
15,118
+10.9%
0.23%
-3.4%
Q3 2022$2,916,000
-6.4%
13,628
-2.5%
0.24%
-17.8%
Q2 2022$3,116,000
-27.9%
13,980
-6.9%
0.29%
-18.0%
Q1 2022$4,319,000
-14.0%
15,016
-4.1%
0.35%
-34.0%
Q4 2021$5,025,000
+10.4%
15,658
-0.2%
0.53%
+1.1%
Q3 2021$4,553,000
-3.5%
15,692
-4.6%
0.52%
-6.8%
Q2 2021$4,717,000
-4.2%
16,448
-14.2%
0.56%
-13.0%
Q1 2021$4,926,000
-11.7%
19,165
-12.9%
0.65%
-11.0%
Q4 2020$5,577,000
+5.2%
22,011
-5.5%
0.73%
-13.2%
Q3 2020$5,303,000
+6.8%
23,297
-5.2%
0.84%
-1.5%
Q2 2020$4,964,000
+27.6%
24,562
-1.1%
0.85%0.0%
Q1 2020$3,890,000
+0.3%
24,825
+16.6%
0.85%
+36.5%
Q4 2019$3,879,000
+8.5%
21,297
-0.9%
0.62%
+1.1%
Q3 2019$3,574,000
+4.6%
21,493
+2.7%
0.62%
-6.0%
Q2 2019$3,418,000
+15.3%
20,933
+10.7%
0.65%
+10.8%
Q1 2019$2,965,000
+43.7%
18,918
+23.6%
0.59%
+26.3%
Q4 2018$2,063,000
-9.0%
15,305
+8.8%
0.47%
-8.3%
Q3 2018$2,266,000
+18.1%
14,071
+9.9%
0.51%
-4.5%
Q2 2018$1,918,00012,8040.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders