Clearwater Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,437,505
-13.6%
23,640
-10.2%
0.79%
-11.0%
Q2 2023$7,448,719
+11.6%
26,324
-1.6%
0.89%
+8.8%
Q1 2023$6,673,818
+9.8%
26,755
-6.2%
0.82%
+2.9%
Q4 2022$6,080,265
-1.4%
28,531
-1.0%
0.79%
-7.0%
Q3 2022$6,169,000
-2.9%
28,833
+1.1%
0.85%
-1.8%
Q2 2022$6,354,000
-23.0%
28,506
-0.6%
0.87%
-8.2%
Q1 2022$8,250,000
-10.2%
28,685
+0.2%
0.95%
-6.6%
Q4 2021$9,184,000
+7.0%
28,621
-3.2%
1.01%
+1.8%
Q3 2021$8,582,000
+0.6%
29,576
-0.5%
1.00%
+0.3%
Q2 2021$8,529,000
+11.1%
29,737
-0.4%
0.99%
+3.3%
Q1 2021$7,674,000
-3.9%
29,857
-5.3%
0.96%
-9.4%
Q4 2020$7,987,000
+7.9%
31,525
-3.1%
1.06%
-8.9%
Q3 2020$7,401,000
+12.4%
32,517
-0.2%
1.16%
+5.6%
Q2 2020$6,585,000
+16.7%
32,584
-9.5%
1.10%
-9.5%
Q1 2020$5,641,000
-30.9%
36,001
-19.7%
1.22%
-10.6%
Q4 2019$8,164,000
-1.8%
44,813
-10.4%
1.36%
-7.4%
Q3 2019$8,313,000
-4.6%
49,993
-6.3%
1.47%
-7.1%
Q2 2019$8,714,000
-6.8%
53,333
-10.7%
1.58%
-9.7%
Q1 2019$9,346,000
+11.2%
59,748
-4.5%
1.75%
-4.9%
Q4 2018$8,401,000
-17.2%
62,541
-0.7%
1.84%
-6.9%
Q3 2018$10,144,000
+3.6%
62,992
-3.6%
1.98%
-1.4%
Q2 2018$9,791,000
+5.3%
65,355
-0.3%
2.01%
+4.5%
Q1 2018$9,300,000
-5.2%
65,550
-6.0%
1.92%
-10.8%
Q4 2017$9,806,000
-6.0%
69,718
-10.2%
2.15%
-11.4%
Q3 2017$10,428,000
+2.7%
77,628
-2.6%
2.43%
-6.3%
Q2 2017$10,157,000
+4.6%
79,709
-0.6%
2.59%
-2.6%
Q1 2017$9,709,000
+7.3%
80,197
-0.5%
2.66%
-15.3%
Q4 2016$9,050,000
+1.6%
80,598
+0.9%
3.14%
+0.7%
Q3 2016$8,910,000
+1.7%
79,876
-1.8%
3.12%
-3.6%
Q2 2016$8,759,00081,3333.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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