Berman Capital Advisors, 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
Berman Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$1,049,000
-65.0%
3,616
-65.4%
0.16%
-65.4%
Q2 2021$2,999,000
+223.5%
10,458
+189.9%
0.48%
+145.9%
Q1 2021$927,000
-28.6%
3,607
-29.6%
0.19%
-37.6%
Q4 2020$1,298,000
+30.1%
5,127
+16.9%
0.31%
+9.9%
Q3 2020$998,000
-86.4%
4,385
-87.9%
0.28%
-85.3%
Q2 2020$7,344,000
+123.8%
36,344
+73.5%
1.93%
+82.1%
Q1 2020$3,282,000
+312.8%
20,953
+380.0%
1.06%
+362.0%
Q4 2019$795,000
+10.0%
4,365
+0.3%
0.23%
+1.8%
Q3 2019$723,000
+2.3%
4,353
+0.5%
0.22%0.0%
Q2 2019$707,000
+215.6%
4,332
+211.4%
0.22%
+139.4%
Q3 2018$224,000
+5.7%
1,391
-1.6%
0.09%
+27.0%
Q2 2018$212,000
+5.5%
1,4140.0%0.07%
-3.9%
Q1 2018$201,000
-10.7%
1,414
-11.8%
0.08%
+4.1%
Q4 2017$225,0001,6030.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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