Aries Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.

Quarter-by-quarter ownership
Aries Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,871,300
+5.3%
24,420
+5.9%
2.69%
+6.4%
Q2 2023$6,523,077
+12.6%
23,053
-0.8%
2.53%
+6.4%
Q1 2023$5,793,992
+17.9%
23,228
+0.7%
2.38%
+12.2%
Q4 2022$4,913,677
-5.1%
23,057
-0.8%
2.12%
-7.6%
Q3 2022$5,177,000
+1.5%
23,244
+1.5%
2.29%
-1.1%
Q2 2022$5,103,000
-20.4%
22,894
+14.6%
2.32%
-5.2%
Q4 2021$6,410,000
+14.8%
19,975
+3.8%
2.44%
+3.5%
Q3 2021$5,582,000
+1.4%
19,236
+0.2%
2.36%
+0.3%
Q2 2021$5,506,000
+8.8%
19,196
+3.2%
2.36%
+3.6%
Q1 2021$5,060,000
+4.4%
18,595
-1.4%
2.27%
-6.2%
Q4 2020$4,847,000
+12.8%
18,859
-0.1%
2.42%
-0.7%
Q3 2020$4,298,000
-0.1%
18,884
-11.3%
2.44%
-7.1%
Q2 2020$4,301,000
+30.5%
21,282
-1.7%
2.62%
+4.4%
Q1 2020$3,297,000
-14.5%
21,642
+3.6%
2.51%
+6.8%
Q4 2019$3,857,000
+10.1%
20,882
-0.2%
2.35%
+1.1%
Q3 2019$3,502,000
+5.8%
20,922
+5.4%
2.33%
+0.6%
Q2 2019$3,310,000
+10.0%
19,847
+3.2%
2.31%
+2.9%
Q1 2019$3,008,000
+15.6%
19,232
-0.7%
2.25%
-18.5%
Q4 2018$2,603,000
-3.7%
19,375
+15.4%
2.76%
+13.7%
Q3 2018$2,703,000
+15.7%
16,787
+10.3%
2.43%
+12.4%
Q2 2018$2,337,000
+10.2%
15,217
+2.2%
2.16%
+5.2%
Q1 2018$2,120,000
-2.2%
14,887
+2.4%
2.05%
+2.9%
Q4 2017$2,168,00014,5352.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders