GenTrust, 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
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 Q2 2022
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders