Centric Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.

Quarter-by-quarter ownership
Centric Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$236,093
-2.8%
8670.0%0.10%
+2.1%
Q2 2023$242,873
+12.3%
8670.0%0.10%
+3.2%
Q1 2023$216,264
+6.5%
867
-5.0%
0.09%
+25.3%
Q2 2022$203,000
-82.5%
913
-77.4%
0.08%
-79.6%
Q1 2022$1,161,000
-10.3%
4,0360.0%0.37%
-13.8%
Q4 2021$1,295,000
+10.6%
4,0360.0%0.43%
-1.2%
Q3 2021$1,171,000
+1.1%
4,0360.0%0.43%
+7.5%
Q2 2021$1,158,000
+11.7%
4,0360.0%0.40%
+35.5%
Q1 2021$1,037,000
+1.5%
4,0360.0%0.30%
-7.2%
Q4 2020$1,022,000
+136.6%
4,036
+25.6%
0.32%
-16.1%
Q4 2018$432,0003,2140.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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