INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$578,873
-3.9%
2,126
-0.1%
0.10%
-3.1%
Q2 2023$602,499
+12.9%
2,129
-0.5%
0.10%
+11.4%
Q1 2023$533,729
-9.5%
2,140
-22.7%
0.09%
-10.2%
Q4 2022$589,850
-1.9%
2,768
-1.4%
0.10%
-8.4%
Q3 2022$601,000
-8.4%
2,807
-4.6%
0.11%
-5.3%
Q2 2022$656,000
-8.0%
2,943
+18.8%
0.11%
+0.9%
Q1 2022$713,000
-6.2%
2,478
+4.7%
0.11%
-5.1%
Q4 2021$760,000
-12.8%
2,367
-21.2%
0.12%
-15.7%
Q3 2021$872,000
-0.6%
3,005
-1.7%
0.14%
-3.4%
Q2 2021$877,000
+17.6%
3,057
+5.3%
0.14%
+0.7%
Q1 2021$746,000
-12.2%
2,904
-13.4%
0.14%
-19.1%
Q4 2020$850,000
+66.3%
3,353
+49.3%
0.18%
+49.6%
Q3 2020$511,000
-36.4%
2,246
-43.4%
0.12%
-28.3%
Q2 2020$803,000
+13.1%
3,971
-12.3%
0.17%
+1.2%
Q1 2020$710,000
-15.3%
4,529
-1.6%
0.16%
-7.3%
Q4 2019$838,000
+15.9%
4,602
+5.9%
0.18%
+11.3%
Q3 2019$723,000
-8.4%
4,346
-10.0%
0.16%
-7.0%
Q2 2019$789,000
+0.6%
4,829
-3.6%
0.17%
+3.6%
Q1 2019$784,000
+14.0%
5,009
-2.1%
0.16%
+7.1%
Q4 2018$688,000
-16.2%
5,119
+0.4%
0.15%
-4.9%
Q3 2018$821,000
+30.3%
5,101
+21.3%
0.16%
+23.7%
Q2 2018$630,000
+7.9%
4,207
+2.2%
0.13%
+5.6%
Q1 2018$584,000
+8.6%
4,118
+7.6%
0.12%
+20.4%
Q4 2017$538,000
+3.3%
3,828
-2.4%
0.10%
-1.9%
Q3 2017$521,000
+13.8%
3,921
+8.7%
0.10%
-6.2%
Q2 2017$458,000
+18.7%
3,608
+13.6%
0.11%
-6.7%
Q1 2017$386,000
+9.7%
3,175
+0.5%
0.12%
+8.1%
Q4 2016$352,0003,1600.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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