Kore Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$735,000
-4.0%
3,4350.0%0.13%
+12.7%
Q2 2022$766,000
-11.4%
3,435
+14.2%
0.12%
+8.3%
Q1 2022$865,000
-16.0%
3,009
-6.2%
0.11%
-13.5%
Q4 2021$1,030,000
-29.1%
3,209
-35.9%
0.13%
-17.6%
Q3 2021$1,452,000
+1.5%
5,005
+0.4%
0.15%
-5.0%
Q2 2021$1,430,000
+12.4%
4,987
+0.7%
0.16%
-6.4%
Q1 2021$1,272,000
+1.4%
4,9500.0%0.17%
-10.9%
Q4 2020$1,254,000
+9.9%
4,950
-1.3%
0.19%
-12.3%
Q3 2020$1,141,000
+12.6%
5,0140.0%0.22%
+6.3%
Q2 2020$1,013,000
+28.9%
5,0140.0%0.21%
+10.1%
Q1 2020$786,000
-13.9%
5,0140.0%0.19%
+8.7%
Q4 2019$913,000
+10.7%
5,0140.0%0.17%
-7.0%
Q3 2019$825,000
+0.7%
5,0140.0%0.19%
+0.5%
Q2 2019$819,000
+4.2%
5,0140.0%0.18%
+4.5%
Q1 2019$786,000
-17.8%
5,014
-29.6%
0.18%
-32.7%
Q4 2018$956,0007,1180.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders