Poehling Capital Management, INC. - 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
Poehling Capital Management, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$228,000
+11.8%
7950.0%0.07%
+2.8%
Q1 2021$204,000
-68.0%
795
-77.3%
0.07%
-83.0%
Q4 2019$638,000
+9.6%
3,5000.0%0.42%
-2.1%
Q3 2019$582,000
+1.7%
3,5000.0%0.43%
+11.5%
Q2 2019$572,000
+4.6%
3,5000.0%0.38%
-4.0%
Q1 2019$547,000
+16.4%
3,5000.0%0.40%
-11.9%
Q4 2018$470,000
-16.7%
3,5000.0%0.45%
+13.2%
Q3 2018$564,000
+7.6%
3,5000.0%0.40%
-12.9%
Q2 2018$524,000
+5.4%
3,5000.0%0.46%
+14.5%
Q1 2018$497,000
+1.0%
3,5000.0%0.40%
-4.1%
Q4 2017$492,0003,5000.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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