Newport Wealth Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$9,752,000
-2.3%
33,607
-3.5%
5.90%
+2.2%
Q2 2021$9,985,000
+11.7%
34,813
+0.1%
5.77%
+4.0%
Q1 2021$8,936,000
+7.7%
34,765
-4.6%
5.55%
-10.7%
Q4 2020$8,294,000
-1.3%
36,4400.0%6.21%
-0.8%
Q3 2020$8,405,000
+14.8%
36,440
+0.6%
6.26%
-6.3%
Q2 2020$7,320,000
-17.8%
36,222
-29.2%
6.68%
-20.3%
Q1 2020$8,901,000
-7.3%
51,161
-1.6%
8.38%
+20.0%
Q4 2019$9,600,000
+11.2%
51,991
+0.2%
6.98%
-11.3%
Q3 2019$8,631,000
+0.8%
51,906
+1.6%
7.86%
-0.1%
Q2 2019$8,560,000
+15.9%
51,075
+10.2%
7.87%
+5.9%
Q1 2019$7,384,000
+36.2%
46,365
+18.4%
7.43%
-0.1%
Q4 2018$5,422,000
-15.8%
39,172
-11.0%
7.44%
-9.5%
Q3 2018$6,443,000
+14.9%
43,995
+17.6%
8.22%
+26.6%
Q2 2018$5,607,000
-25.2%
37,425
-29.1%
6.49%
+10.8%
Q1 2018$7,492,000
-2.8%
52,805
+2.9%
5.86%
+6.2%
Q4 2017$7,709,00051,3105.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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