Triumph Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Triumph Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$444,616
+6.6%
1,633
+10.8%
0.20%
+6.9%
Q2 2023$417,007
+10.4%
1,474
-2.6%
0.19%
-2.1%
Q1 2023$377,573
-13.1%
1,514
-25.7%
0.19%
-17.2%
Q4 2022$434,244
+7.8%
2,038
+8.2%
0.23%
+6.4%
Q3 2022$403,000
-6.5%
1,883
-2.6%
0.22%
-3.9%
Q2 2022$431,000
-40.6%
1,933
-23.5%
0.23%
-27.4%
Q1 2022$726,000
-29.0%
2,526
-20.8%
0.31%
-29.1%
Q4 2021$1,023,000
+9.8%
3,188
-0.8%
0.44%
+1.6%
Q3 2021$932,000
+4.3%
3,213
+5.5%
0.44%
-16.5%
Q2 2021$894,0003,0450.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders