WealthPLAN Partners, 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
WealthPLAN Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$271,398
+7.3%
873
-6.0%
0.03%
-3.4%
Q3 2023$252,976
+9.6%
929
+13.8%
0.03%
-12.1%
Q2 2023$230,895
+6.0%
816
-6.5%
0.03%
+32.0%
Q1 2023$217,761
-30.9%
873
-32.6%
0.02%
+13.6%
Q4 2022$314,958
-56.6%
1,296
-55.2%
0.02%
-56.0%
Q1 2022$725,000
-17.3%
2,894
-4.0%
0.05%
-13.8%
Q4 2021$877,000
+1.7%
3,016
+12.1%
0.06%
+1.8%
Q3 2021$862,000
+24.0%
2,691
+14.9%
0.06%
+16.3%
Q2 2021$695,000
+6.8%
2,343
-3.1%
0.05%
-3.9%
Q1 2021$651,000
-2.4%
2,419
-4.3%
0.05%
-10.5%
Q4 2020$667,000
+29.3%
2,528
+15.9%
0.06%
+14.0%
Q3 2020$516,000
+16.2%
2,182
+9.8%
0.05%
+8.7%
Q2 2020$444,000
+57.4%
1,988
+28.2%
0.05%
+24.3%
Q1 2020$282,000
-8.7%
1,5510.0%0.04%
+2.8%
Q4 2019$309,000
+14.9%
1,5510.0%0.04%
-2.7%
Q3 2019$269,000
+4.7%
1,5510.0%0.04%
-5.1%
Q2 2019$257,000
-99.3%
1,551
+384.7%
0.04%
-71.1%
Q1 2017$38,742,000
+0.4%
320
-7.5%
0.14%
+938.5%
Q3 2016$38,596,000
+3.9%
346
-51.2%
0.01%
+160.0%
Q2 2016$37,130,000
-48.8%
709
-65.2%
0.01%
-58.3%
Q4 2015$72,489,000
+213102.9%
2,040
+537.5%
0.01%
-20.0%
Q2 2015$34,000
+3.0%
3200.0%0.02%0.0%
Q1 2015$33,0003200.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
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