Ullmann Wealth Partners Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Ullmann Wealth Partners Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$380,122
-3.8%
1,3960.0%0.07%
-10.1%
Q2 2023$394,989
+13.4%
1,3960.0%0.08%0.0%
Q1 2023$348,198
+17.0%
1,3960.0%0.08%
+8.2%
Q4 2022$297,484
-0.5%
1,396
+0.1%
0.07%
-11.0%
Q3 2022$299,000
-3.9%
1,3950.0%0.08%
-2.4%
Q2 2022$311,000
-22.4%
1,3950.0%0.08%
-17.6%
Q1 2022$401,000
-10.5%
1,3950.0%0.10%
-15.0%
Q4 2021$448,000
+10.6%
1,3950.0%0.12%
-25.0%
Q3 2021$405,000
+1.2%
1,3950.0%0.16%
-3.0%
Q2 2021$400,000
+9.3%
1,395
-1.9%
0.16%
+1.2%
Q1 2021$366,000
+1.7%
1,4220.0%0.16%
-9.4%
Q4 2020$360,000
+11.1%
1,4220.0%0.18%
-3.2%
Q3 2020$324,000
+12.9%
1,4220.0%0.19%
+5.1%
Q2 2020$287,000
+29.3%
1,4220.0%0.18%
+6.0%
Q1 2020$222,000
-14.3%
1,4220.0%0.17%
+6.4%
Q4 2019$259,000
+9.7%
1,4220.0%0.16%
+8.3%
Q3 2019$236,000
+1.7%
1,4220.0%0.14%0.0%
Q2 2019$232,000
+4.5%
1,4220.0%0.14%
+1.4%
Q1 2019$222,000
-21.3%
1,422
-19.0%
0.14%
-23.9%
Q3 2018$282,000
+32.4%
1,755
+23.4%
0.19%
+27.9%
Q2 2018$213,000
+40.1%
1,422
+18.8%
0.15%
+34.9%
Q2 2017$152,000
+4.8%
1,1970.0%0.11%
-9.2%
Q1 2017$145,0001,1970.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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