Connecticut Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 755 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$31,495,278
-8.7%
115,660
-5.1%
2.15%
-10.3%
Q2 2023$34,495,833
+14.4%
121,911
+0.8%
2.40%
+5.2%
Q1 2023$30,160,272
+17.6%
120,912
+0.5%
2.28%
+4.9%
Q4 2022$25,641,759
+0.3%
120,322
+0.7%
2.17%
-8.7%
Q3 2022$25,555,000
-1.8%
119,445
+2.3%
2.38%
+4.6%
Q2 2022$26,027,000
-16.3%
116,770
+8.0%
2.28%
-4.3%
Q1 2022$31,107,000
-1.5%
108,162
+9.9%
2.38%
-3.0%
Q4 2021$31,582,000
+10.2%
98,416
-0.3%
2.45%
-1.9%
Q3 2021$28,657,000
+1.3%
98,759
+0.1%
2.50%
+0.4%
Q2 2021$28,287,000
+8.9%
98,627
-2.4%
2.49%
+5.1%
Q1 2021$25,982,000
+1.1%
101,081
-0.3%
2.37%
-13.1%
Q4 2020$25,688,000
+10.0%
101,397
-1.1%
2.73%
+5.8%
Q3 2020$23,347,000
+12.5%
102,574
-0.1%
2.58%0.0%
Q2 2020$20,756,000
+28.1%
102,708
-0.6%
2.58%
+6.5%
Q1 2020$16,198,000
-14.6%
103,378
-0.7%
2.42%
+15.9%
Q4 2019$18,958,000
+7.6%
104,070
-1.8%
2.09%
-3.9%
Q3 2019$17,618,000
+8.0%
105,952
+6.2%
2.17%
+7.9%
Q2 2019$16,307,000
+1064.8%
99,802
+1015.1%
2.01%
+319.4%
Q1 2019$1,400,000
+16.5%
8,9500.0%0.48%
-8.0%
Q4 2018$1,202,000
-14.0%
8,950
+3.4%
0.52%
-15.5%
Q3 2018$1,397,000
+7.4%
8,6550.0%0.62%
-0.6%
Q2 2018$1,301,000
+6.6%
8,655
-1.8%
0.62%
-10.0%
Q1 2018$1,220,000
-4.8%
8,812
+0.1%
0.69%
+0.6%
Q4 2017$1,282,000
-6.8%
8,805
-14.0%
0.69%
-15.1%
Q3 2017$1,376,000
+8.3%
10,244
+2.7%
0.81%
+4.7%
Q2 2017$1,271,000
-1.0%
9,973
-6.0%
0.77%
-1.0%
Q1 2017$1,284,000
+3.5%
10,609
-2.3%
0.78%
-1.3%
Q4 2016$1,241,000
+2.8%
10,856
+0.3%
0.79%
-8.8%
Q3 2016$1,207,00010,8190.87%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
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