Altium Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$9,260,000
+10.7%
41,545
+42.9%
0.67%
+23.7%
Q1 2022$8,362,000
-8.6%
29,077
+2.0%
0.54%
-8.6%
Q4 2021$9,150,000
+5.7%
28,513
-4.4%
0.59%
-4.5%
Q3 2021$8,653,000
+1.5%
29,822
+0.3%
0.62%
-1.1%
Q2 2021$8,529,000
+9.9%
29,737
-1.5%
0.62%
+0.5%
Q1 2021$7,759,000
+1.6%
30,187
+0.1%
0.62%
-7.9%
Q4 2020$7,637,000
+10.9%
30,145
-0.3%
0.68%
-5.7%
Q3 2020$6,885,000
+12.0%
30,249
-0.5%
0.72%
+3.6%
Q2 2020$6,146,000
+103.9%
30,411
+58.1%
0.69%
+67.3%
Q1 2020$3,014,000
+30.5%
19,234
+51.7%
0.41%
+49.6%
Q4 2019$2,310,000
+7.8%
12,679
-1.6%
0.28%
-4.5%
Q3 2019$2,142,000
+0.9%
12,882
-0.8%
0.29%
-6.2%
Q2 2019$2,123,000
+4.1%
12,992
-0.3%
0.31%
-5.2%
Q1 2019$2,039,000
+11.4%
13,035
-4.3%
0.32%
-7.1%
Q4 2018$1,830,000
-36.2%
13,621
-23.5%
0.35%
-36.4%
Q3 2018$2,867,000
-12.6%
17,805
-18.7%
0.55%
-37.2%
Q2 2018$3,282,000
+4.9%
21,907
-0.7%
0.88%
-28.8%
Q1 2018$3,129,000
+2.2%
22,060
+1.3%
1.23%
-12.1%
Q4 2017$3,063,00021,7721.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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