Meridian Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 917 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.

Quarter-by-quarter ownership
Meridian Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,204,931
+5.2%
41,138
+9.3%
0.69%
-23.5%
Q2 2023$10,646,343
+24.0%
37,625
+9.3%
0.90%
+19.9%
Q1 2023$8,586,240
+195.7%
34,422
+152.6%
0.75%
+163.7%
Q4 2022$2,903,587
+4.6%
13,625
+5.0%
0.28%
-5.0%
Q3 2022$2,777,000
-24.7%
12,979
-20.6%
0.30%
-1.0%
Q2 2022$3,690,000
+40.6%
16,346
+79.2%
0.30%
+5.2%
Q1 2022$2,624,000
-10.0%
9,123
+0.4%
0.29%
-7.7%
Q4 2021$2,915,000
+19.6%
9,083
+8.1%
0.31%
+3.3%
Q3 2021$2,438,000
-4.0%
8,404
-5.1%
0.30%
-7.1%
Q2 2021$2,539,000
+16.6%
8,853
+4.5%
0.32%
+2.2%
Q1 2021$2,177,000
-20.7%
8,468
-21.9%
0.32%
-27.3%
Q4 2020$2,745,000
-3.9%
10,838
-13.7%
0.44%
-37.7%
Q3 2020$2,857,000
+59.8%
12,555
+41.9%
0.70%
+17.1%
Q2 2020$1,788,000
+29.1%
8,849
+0.1%
0.60%
-2.6%
Q1 2020$1,385,000
-4.4%
8,841
+11.2%
0.61%
-11.8%
Q4 2019$1,448,000
+11.1%
7,954
+1.5%
0.70%
+13.5%
Q3 2019$1,303,000
-90.1%
7,837
-2.7%
0.61%
+15.2%
Q2 2019$13,156,000
+916.7%
8,052
-2.7%
0.53%
-9.7%
Q1 2019$1,294,000
+21.3%
8,276
+4.2%
0.59%
-6.2%
Q4 2018$1,067,000
+72.9%
7,942
+107.2%
0.63%
+137.0%
Q3 2018$617,000
-44.7%
3,833
-48.5%
0.26%
-49.5%
Q2 2018$1,115,000
+5.5%
7,446
-0.1%
0.52%
-0.4%
Q1 2018$1,057,000
+6.2%
7,452
+3.1%
0.53%
-14.0%
Q4 2017$995,000
+6.3%
7,230
+2.6%
0.61%
+3.4%
Q3 2017$936,000
+8.8%
7,047
+4.2%
0.59%
+8.8%
Q2 2017$860,000
+8.0%
6,766
+3.4%
0.54%
+14.3%
Q1 2017$796,000
+139.0%
6,541
+127.0%
0.48%
+80.7%
Q4 2016$333,0002,8820.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders