Gladstone Institutional Advisory 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
Gladstone Institutional Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,571,738
-35.6%
16,789
-33.1%
0.30%
-31.6%
Q2 2023$7,102,001
+61.0%
25,099
+41.9%
0.43%
+51.4%
Q1 2023$4,411,334
-32.9%
17,685
-42.7%
0.29%
-38.4%
Q4 2022$6,571,736
+99231.0%
30,837
-0.3%
0.46%
-10.3%
Q3 2022$6,616
+58.4%
30,923
+65.0%
0.52%
+56.7%
Q2 2022$4,178
-21.1%
18,746
+1.8%
0.33%
-7.8%
Q1 2022$5,297
-5.2%
18,418
+5.8%
0.36%
-17.3%
Q4 2021$5,585
+23.6%
17,404
+11.8%
0.43%
-1.8%
Q3 2021$4,519
+8.6%
15,572
+7.4%
0.44%
-10.7%
Q2 2021$4,160
+10.0%
14,504
-1.4%
0.49%
-16.0%
Q1 2021$3,781
-5.5%
14,708
-6.9%
0.59%
-26.2%
Q4 2020$4,002
+13.2%
15,798
+1.7%
0.80%
-5.7%
Q3 2020$3,536
-99.9%
15,536
+4.0%
0.84%
+10.0%
Q2 2020$3,020,000
+29.7%
14,943
+0.6%
0.77%
+27.8%
Q1 2020$2,328,000
-30.2%
14,856
-18.9%
0.60%
-26.5%
Q4 2019$3,337,000
-7.0%
18,315
-15.1%
0.82%
-10.4%
Q3 2019$3,589,000
-18.5%
21,585
-19.9%
0.91%
-31.9%
Q2 2019$4,401,000
-45.7%
26,938
-48.0%
1.34%
-54.9%
Q1 2019$8,102,000
+8.5%
51,797
-6.8%
2.97%
-31.6%
Q4 2018$7,464,00055,5684.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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