Retirement Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,236,683
-4.2%
11,886
-0.4%
1.35%
-4.1%
Q2 2023$3,378,245
+114494.5%
11,939
+1.0%
1.41%
+4.5%
Q1 2023$2,948
+16.0%
11,819
-0.9%
1.34%
+9.2%
Q4 2022$2,541
-99.4%
11,924
+506.5%
1.23%
+265.6%
Q3 2022$421,000
-87.5%
1,966
-86.9%
0.34%
-75.8%
Q2 2022$3,356,000
-21.8%
15,056
+0.9%
1.39%
-16.1%
Q1 2022$4,292,000
-2.3%
14,925
+9.0%
1.66%
-13.6%
Q4 2021$4,393,000
+8.5%
13,689
-1.9%
1.92%
+3.0%
Q3 2021$4,050,000
-1.9%
13,958
-3.0%
1.86%
-6.3%
Q2 2021$4,129,000
+4.6%
14,395
-6.2%
1.99%
+10.9%
Q1 2021$3,946,000
+1.0%
15,351
-0.2%
1.79%
-0.2%
Q4 2020$3,907,000
+12.2%
15,375
+0.5%
1.79%
-8.2%
Q3 2020$3,482,000
+15.0%
15,296
+2.0%
1.95%
+4.0%
Q2 2020$3,029,000
+15.7%
14,990
+4.3%
1.88%
+10.3%
Q4 2019$2,619,00014,3771.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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