Gerber Kawasaki Wealth & Investment Management - 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
Gerber Kawasaki Wealth & Investment Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,024,195
+5.4%
3,761
+9.5%
0.07%
+7.7%
Q2 2023$971,722
+11.6%
3,434
-1.7%
0.06%
-5.8%
Q1 2023$871,069
+2.6%
3,492
-12.3%
0.07%
-8.0%
Q4 2022$848,622
+11.7%
3,982
+12.0%
0.08%
+5.6%
Q3 2022$760,000
+8.1%
3,555
+12.7%
0.07%
+6.0%
Q2 2022$703,000
-24.2%
3,154
-2.2%
0.07%
-11.8%
Q1 2022$927,000
-5.4%
3,224
+5.5%
0.08%
-2.6%
Q4 2021$980,000
+7.5%
3,057
-2.8%
0.08%
-33.9%
Q3 2021$912,000
+2.0%
3,145
+0.8%
0.12%
+29.7%
Q2 2021$894,000
+7.7%
3,119
-3.5%
0.09%
-9.0%
Q1 2021$830,000
+19.6%
3,232
+17.9%
0.10%
+4.2%
Q4 2020$694,000
+13.4%
2,742
-9.5%
0.10%
-29.4%
Q2 2020$612,000
+44.3%
3,031
+12.0%
0.14%
+13.3%
Q1 2020$424,000
-15.4%
2,707
-1.6%
0.12%
-4.8%
Q4 2019$501,000
+10.1%
2,752
+0.5%
0.13%
-3.1%
Q3 2019$455,000
+2.9%
2,738
+1.1%
0.13%
+0.8%
Q2 2019$442,000
+4.5%
2,7070.0%0.13%
+2.4%
Q1 2019$423,000
+14.3%
2,707
-1.7%
0.13%
-3.1%
Q4 2018$370,000
-14.2%
2,755
+3.0%
0.13%
+11.1%
Q3 2018$431,000
+33.0%
2,674
+17.0%
0.12%
+12.5%
Q1 2018$324,000
-1.8%
2,285
-2.8%
0.10%
-8.8%
Q4 2017$330,000
+6.5%
2,350
+1.7%
0.11%
+0.9%
Q3 2017$310,000
+6.5%
2,310
+1.1%
0.11%
+2.7%
Q2 2017$291,000
+17.3%
2,285
+11.2%
0.11%
+2.8%
Q1 2017$248,0002,0550.11%
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