Vivaldi Capital Management LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$302,536
+40.7%
1,111
+46.2%
0.10%
+50.0%
Q2 2023$215,050
+6.4%
760
-6.2%
0.07%
+8.2%
Q1 2023$202,046
-13.7%
810
+11.0%
0.06%
+13.0%
Q4 2021$234,000
-16.4%
730
-24.4%
0.05%
-11.5%
Q3 2021$280,000
-3.1%
9660.0%0.06%
+5.2%
Q2 2021$289,000
+6.6%
966
-5.4%
0.06%
+7.4%
Q1 2021$271,000
+0.4%
1,021
-4.2%
0.05%
-6.9%
Q4 2020$270,000
+6.3%
1,0660.0%0.06%
+3.6%
Q3 2020$254,000
+7.2%
1,0660.0%0.06%
+14.3%
Q2 2020$237,0001,0660.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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