Cresset Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$24,161,564
+7.8%
88,728
+12.0%
0.09%
+232.1%
Q2 2023$22,412,723
+22.0%
79,208
+7.6%
0.03%
-92.4%
Q1 2023$18,368,000
-6.2%
73,636
-21.8%
0.37%
+48.0%
Q4 2022$19,572,640
+26.1%
94,150
+29.8%
0.25%
+26.5%
Q3 2022$15,521,000
-1.2%
72,543
-3.8%
0.20%
+1.6%
Q2 2022$15,703,000
-16.4%
75,390
+15.4%
0.19%
-1.0%
Q1 2022$18,790,000
-0.0%
65,334
+11.6%
0.20%
+7.7%
Q4 2021$18,792,000
+83.8%
58,561
+66.2%
0.18%
+31.2%
Q3 2021$10,226,000
+2.8%
35,241
+1.6%
0.14%
-2.1%
Q2 2021$9,946,000
+0.4%
34,678
-10.0%
0.14%
-10.2%
Q1 2021$9,906,000
-5.8%
38,540
-7.2%
0.16%
-8.2%
Q4 2020$10,521,000
+22.4%
41,530
+9.9%
0.17%
+6.2%
Q3 2020$8,597,000
+3.7%
37,775
-7.9%
0.16%
-11.5%
Q2 2020$8,293,000
+690.6%
41,037
+513.1%
0.18%
+468.8%
Q1 2020$1,049,000
+270.7%
6,693
+292.8%
0.03%
+255.6%
Q3 2019$283,0001,7040.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders