LAKE STREET ADVISORS GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$1,173,000
+43.9%
3,933
+24.1%
0.09%
+31.8%
Q1 2021$815,000
+1.5%
3,1700.0%0.07%0.0%
Q4 2020$803,000
+11.2%
3,1700.0%0.07%
-2.9%
Q3 2020$722,000
+12.6%
3,1700.0%0.07%
+4.6%
Q2 2020$641,000
+29.0%
3,1700.0%0.06%
+4.8%
Q1 2020$497,000
-13.9%
3,1700.0%0.06%
+8.8%
Q4 2019$577,0003,1700.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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