Legacy Capital Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
Legacy Capital Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$604,293
+15.1%
2,423
-1.7%
0.16%
-34.3%
Q4 2022$525,169
-94.1%
2,464
-94.0%
0.25%
-94.6%
Q3 2022$8,834,000
+12.8%
41,292
+17.5%
4.69%
+19.1%
Q2 2022$7,830,000
-22.6%
35,128
-0.1%
3.94%
-9.5%
Q1 2022$10,117,00035,1784.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders