GenTrust, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
GenTrust, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$626,858
-3.8%
2,3020.0%0.04%0.0%
Q2 2023$651,374
+13.6%
2,302
+0.2%
0.04%
+7.3%
Q1 2023$573,213
+17.0%
2,2980.0%0.04%
-6.8%
Q4 2022$489,727
-19.1%
2,298
-18.7%
0.04%
-15.4%
Q3 2022$605,000
-4.0%
2,827
+0.0%
0.05%0.0%
Q2 2022$630,000
-22.4%
2,826
+0.1%
0.05%
-16.1%
Q1 2022$812,000
-1.9%
2,8240.0%0.06%
-4.6%
Q4 2021$828,000
-4.3%
2,824
-5.3%
0.06%
-9.7%
Q3 2021$865,000
-3.7%
2,981
-4.8%
0.07%
-5.3%
Q2 2021$898,000
+14.1%
3,132
+0.1%
0.08%
+2.7%
Q1 2021$787,000
+34.5%
3,130
+35.7%
0.07%
+45.1%
Q4 2020$585,000
+11.4%
2,3060.0%0.05%
+6.2%
Q3 2020$525,000
-6.7%
2,306
-17.2%
0.05%
-30.4%
Q2 2020$563,000
-99.9%
2,785
-18.9%
0.07%
-10.4%
Q1 2020$537,948,000
+82407.4%
3,433
-4.1%
0.08%
-18.9%
Q4 2019$652,000
+7.1%
3,581
-2.2%
0.10%
-1.0%
Q3 2019$609,000
+1.7%
3,663
+0.1%
0.10%0.0%
Q2 2019$599,000
+4.4%
3,660
+0.1%
0.10%
+2.1%
Q1 2019$574,000
+16.9%
3,6580.0%0.09%
+6.8%
Q4 2018$491,000
-24.0%
3,658
-8.6%
0.09%
-15.4%
Q3 2018$646,000
+7.7%
4,0020.0%0.10%
+3.0%
Q2 2018$600,000
+2.0%
4,002
-3.4%
0.10%
-1.0%
Q1 2018$588,000
-7.1%
4,142
-8.0%
0.10%
-9.7%
Q4 2017$633,0004,5000.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders