O'Brien Wealth Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 733 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 1.3%.

Quarter-by-quarter ownership
O'Brien Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,445,936
+201.2%
8,982
+213.0%
0.70%
+193.7%
Q2 2023$812,172
+49.0%
2,870
+31.4%
0.24%
+39.0%
Q1 2023$545,109
+22.5%
2,185
+4.6%
0.17%
-2.8%
Q4 2022$445,083
-6.5%
2,089
-6.1%
0.18%
-11.5%
Q3 2022$476,000
-12.7%
2,225
-9.0%
0.20%
-12.3%
Q2 2022$545,000
+9.2%
2,444
+15.0%
0.23%
+15.2%
Q1 2022$499,000
-16.4%
2,126
+2.6%
0.20%
-4.3%
Q4 2021$597,000
-4.3%
2,073
-3.5%
0.21%
-5.0%
Q3 2021$624,000
-2.2%
2,148
-1.3%
0.22%
+3.3%
Q2 2021$638,000
+8.1%
2,176
-0.3%
0.21%
+8.2%
Q1 2021$590,000
+14.6%
2,183
+9.0%
0.20%
+4.8%
Q4 2020$515,000
+25.9%
2,002
+13.6%
0.19%
+11.4%
Q3 2020$409,000
+16.9%
1,763
-6.8%
0.17%
-33.2%
Q4 2019$350,000
+133.3%
1,892
+103.2%
0.25%
+157.7%
Q3 2018$150,000
+248.8%
931
+223.3%
0.10%
+203.1%
Q2 2018$43,000
+4.9%
2880.0%0.03%
+14.3%
Q1 2018$41,0002880.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
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