Sunbelt Securities, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,509,787
-9.7%
5,544
-6.2%
0.21%
-13.3%
Q2 2023$1,672,423
+80.5%
5,910
+56.3%
0.24%
+61.7%
Q1 2023$926,713
+15.3%
3,782
+0.3%
0.15%
-5.1%
Q4 2022$803,857
+2.3%
3,772
+2.7%
0.16%
-5.4%
Q3 2022$786,000
+4.1%
3,674
+8.4%
0.17%
+3.8%
Q2 2022$755,000
-22.6%
3,388
+1.5%
0.16%
-10.6%
Q1 2022$976,000
+0.9%
3,339
-0.4%
0.18%
+14.0%
Q4 2021$967,000
-7.7%
3,354
-7.2%
0.16%
-16.5%
Q3 2021$1,048,0000.0%3,6130.0%0.19%
-0.5%
Q2 2021$1,048,000
+8.5%
3,613
-3.9%
0.19%
-0.5%
Q1 2021$966,000
+1.4%
3,759
-0.1%
0.19%
-3.6%
Q4 2020$953,000
+16.1%
3,762
+4.3%
0.20%
-13.6%
Q3 2020$821,000
+4.7%
3,606
-7.0%
0.23%
-15.2%
Q2 2020$784,000
-25.3%
3,879
-37.7%
0.27%
+497.8%
Q1 2020$1,050,000
+3.4%
6,226
+11.8%
0.04%
-57.9%
Q4 2019$1,015,000
+16.0%
5,570
+5.8%
0.11%
+9.2%
Q3 2019$875,000
+23.4%
5,263
+21.3%
0.10%
-68.2%
Q2 2019$709,000
+8.9%
4,340
+4.3%
0.31%
-5.2%
Q1 2019$651,000
+25.9%
4,161
+8.1%
0.32%
+8.0%
Q4 2018$517,000
-16.6%
3,850
+0.1%
0.30%
-9.3%
Q3 2018$620,000
+0.2%
3,847
-6.9%
0.33%
-10.3%
Q2 2018$619,000
-7.5%
4,132
-12.3%
0.37%
-39.5%
Q1 2018$669,000
+10.9%
4,712
+9.9%
0.61%
+4.4%
Q4 2017$603,000
+64.3%
4,287
+55.0%
0.59%
+51.8%
Q3 2017$367,000
-99.7%
2,765
+163.8%
0.39%
+169.9%
Q4 2016$116,785,0001,0480.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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