Curtis Advisory Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Curtis Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$994,204
-5.7%
3,651
-2.0%
0.33%
-1.8%
Q2 2023$1,054,592
+30.8%
3,727
+15.3%
0.34%
+14.2%
Q1 2023$806,440
+17.6%
3,233
+0.4%
0.30%
+7.7%
Q4 2022$686,001
+4.9%
3,219
+5.3%
0.27%
+1.9%
Q3 2022$654,000
+44.7%
3,056
+50.8%
0.27%
+50.3%
Q2 2022$452,000
+89.1%
2,027
+144.2%
0.18%
+121.0%
Q1 2022$239,000
+18.3%
830
+32.2%
0.08%
+22.7%
Q4 2021$202,0006280.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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