Global Retirement Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 617 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 2.17 and the average weighting 1.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,898,287
-12.6%
65,533
-9.5%
0.90%
-9.9%
Q2 2023$20,488,004
+6.7%
72,406
-6.4%
1.00%
-1.9%
Q1 2023$19,206,468
+45.5%
77,389
+24.9%
1.02%
+12.5%
Q4 2022$13,202,922
+8.0%
61,954
+12.9%
0.91%
-1.9%
Q3 2022$12,227,000
+6.2%
54,894
+6.3%
0.92%
+0.1%
Q2 2022$11,508,000
+2.1%
51,632
+4.3%
0.92%
+4.3%
Q1 2022$11,269,000
+5.2%
49,521
+34.1%
0.89%
-16.4%
Q3 2021$10,717,000
-0.4%
36,932
-1.5%
1.06%
-3.8%
Q2 2021$10,758,000
+15.9%
37,508
+3.9%
1.10%
+1.5%
Q1 2021$9,281,000
-2.8%
36,107
-4.2%
1.09%
-9.3%
Q4 2020$9,553,000
+3.1%
37,707
-7.4%
1.20%
-11.8%
Q3 2020$9,267,000
+10.1%
40,715
-2.2%
1.36%
+1.0%
Q2 2020$8,416,000
+60.9%
41,645
+24.8%
1.34%
+35.8%
Q1 2020$5,230,000
-17.8%
33,376
-4.5%
0.99%
+1.4%
Q4 2019$6,365,000
-1.9%
34,940
-10.5%
0.98%
-8.6%
Q3 2019$6,491,000
+13.5%
39,036
+11.6%
1.07%
-2.6%
Q2 2019$5,717,000
+3.7%
34,990
-0.7%
1.10%
-17.9%
Q1 2019$5,512,000
+15.7%
35,237
-0.6%
1.33%
+9.5%
Q4 2018$4,764,000
+6.5%
35,462
+27.6%
1.22%
+20.3%
Q3 2018$4,475,000
+16.7%
27,791
+8.5%
1.01%
+4.3%
Q2 2018$3,836,000
+10.4%
25,605
+4.5%
0.97%
+1.3%
Q1 2018$3,475,000
-2.3%
24,494
-3.2%
0.96%
-1.9%
Q4 2017$3,557,000
+24.0%
25,291
+17.0%
0.98%
-17.6%
Q3 2017$2,869,000
+30.3%
21,612
+24.7%
1.19%
+14.6%
Q2 2017$2,202,000
+200.4%
17,329
+187.7%
1.04%
+152.4%
Q1 2017$733,000
-69.6%
6,023
-72.2%
0.41%
-74.7%
Q4 2016$2,413,00021,6451.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
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