Castleview Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,075
-27.3%
37
-24.5%
0.01%
-25.0%
Q2 2023$13,865
-90.2%
49
-91.4%
0.01%
-90.5%
Q1 2023$141,931
+11.4%
569
-4.8%
0.13%
+1.6%
Q4 2022$127,439
-1.2%
598
-0.5%
0.12%
+0.8%
Q3 2022$129,000
-98.8%
601
+607.1%
0.12%
+1266.7%
Q2 2022$11,210,000
+7474.3%
85
-83.6%
0.01%
-90.2%
Q1 2022$148,000
-70.3%
518
-99.7%
0.09%
+2200.0%
Q4 2021$499,000
+4436.4%
160,129
+432681.1%
0.00%
-20.0%
Q2 2021$11,000370.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders