Windsor Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$363
-3.7%
1,3330.0%0.07%
-2.9%
Q2 2023$377
+14.6%
1,3330.0%0.07%
+6.2%
Q1 2023$329
-12.3%
1,333
-23.8%
0.06%
-16.9%
Q4 2022$375
-99.9%
1,750
-29.6%
0.08%
-42.5%
Q3 2022$538,000
-14.7%
2,487
-9.3%
0.13%
-16.8%
Q2 2022$631,000
-19.9%
2,741
-3.0%
0.16%
+10.3%
Q1 2022$788,000
-34.1%
2,826
-24.5%
0.15%
-33.3%
Q4 2021$1,195,000
+5.6%
3,743
-3.1%
0.22%
-7.6%
Q3 2021$1,132,000
+2.5%
3,861
+0.3%
0.24%
-0.8%
Q2 2021$1,104,000
+9.0%
3,849
-2.3%
0.24%
-0.8%
Q1 2021$1,013,000
-3.2%
3,940
-4.6%
0.24%
-9.7%
Q4 2020$1,046,000
+10.0%
4,1310.0%0.27%
-3.3%
Q3 2020$951,000
-0.5%
4,131
-12.7%
0.28%
-9.2%
Q2 2020$956,000
+41.0%
4,730
+9.2%
0.30%
+11.4%
Q1 2020$678,000
+23.3%
4,330
+43.3%
0.27%
+35.1%
Q4 2019$550,000
+51.1%
3,021
+34.4%
0.20%
+27.0%
Q3 2019$364,000
-11.0%
2,248
-9.3%
0.16%
-11.2%
Q2 2019$409,000
-3.8%
2,478
-8.9%
0.18%
-25.1%
Q1 2019$425,000
+13.9%
2,719
-2.0%
0.24%
-6.3%
Q4 2018$373,000
-28.1%
2,775
-14.0%
0.26%
-24.3%
Q3 2018$519,000
+7.5%
3,2250.0%0.34%
-10.8%
Q2 2018$483,000
+0.8%
3,225
-4.4%
0.38%
-6.7%
Q1 2018$479,0003,3750.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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