Old North State Trust, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
Old North State Trust, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$56,000
+12.0%
1940.0%0.04%
+5.0%
Q1 2021$50,000
+2.0%
1940.0%0.04%
+5.3%
Q4 2020$49,000
+11.4%
1940.0%0.04%
+26.7%
Q3 2020$44,000
+46.7%
1940.0%0.03%
+36.4%
Q1 2020$30,000
-14.3%
1940.0%0.02%
+15.8%
Q4 2019$35,000
-39.7%
194
-44.3%
0.02%
-51.3%
Q3 2019$58,000
+1.8%
3480.0%0.04%
-4.9%
Q2 2019$57,000
+5.6%
348
+0.3%
0.04%
+7.9%
Q1 2019$54,000
+17.4%
3470.0%0.04%
-19.1%
Q4 2018$46,000
+84.0%
347
+119.6%
0.05%
+95.8%
Q3 2018$25,0001580.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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