Principle Wealth Partners 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
Principle Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$31,441,351
-2.4%
115,462
+1.4%
3.16%
-2.5%
Q2 2023$32,228,463
+11.3%
113,897
-1.9%
3.24%
+4.7%
Q1 2023$28,954,047
+8.7%
116,076
-7.1%
3.10%
+2.5%
Q4 2022$26,640,376
-30.3%
125,008
-30.0%
3.02%
-16.3%
Q3 2022$38,227,000
-7.0%
178,674
-3.1%
3.60%
-27.1%
Q2 2022$41,085,000
-29.9%
184,331
-9.6%
4.94%
-19.8%
Q1 2022$58,621,000
-2.3%
203,828
+9.0%
6.16%
-2.1%
Q4 2021$59,981,000
+11.8%
186,915
+1.1%
6.30%
+1.6%
Q3 2021$53,660,000
+4.3%
184,925
+3.1%
6.20%
+6.1%
Q2 2021$51,438,000
+12.9%
179,345
+1.2%
5.84%
+9.6%
Q1 2021$45,571,000
-0.9%
177,292
-2.3%
5.33%
-12.1%
Q4 2020$45,992,000
+78.1%
181,542
+60.0%
6.06%
-15.8%
Q3 2020$25,823,000
+3.1%
113,452
-8.5%
7.20%
-2.2%
Q2 2020$25,051,000
+29.7%
123,959
+0.6%
7.36%
+1.5%
Q1 2020$19,309,000
+267.3%
123,232
+327.1%
7.25%
+331.6%
Q4 2019$5,257,000
+16.9%
28,856
+6.7%
1.68%
+8.0%
Q3 2019$4,496,000
+18.9%
27,039
+16.8%
1.55%
-20.1%
Q2 2019$3,781,000
+16.6%
23,143
+11.6%
1.94%
+4.9%
Q1 2019$3,244,000
+31.7%
20,740
+13.1%
1.86%
-10.3%
Q4 2018$2,463,00018,3352.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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