Lantz Financial LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Lantz Financial LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$939,197
-4.1%
3,449
-0.3%
0.37%
-2.3%
Q2 2023$979,042
+14.8%
3,460
+1.2%
0.38%
+7.9%
Q1 2023$852,586
+17.0%
3,4180.0%0.36%
+7.3%
Q4 2022$728,410
-7.6%
3,418
-7.2%
0.33%
-19.3%
Q3 2022$788,000
+1.2%
3,682
+5.3%
0.41%
+16.5%
Q2 2022$779,000
-16.9%
3,497
+7.4%
0.35%
-7.6%
Q1 2022$937,000
-10.3%
3,2570.0%0.38%
-20.8%
Q4 2021$1,045,000
+10.6%
3,2570.0%0.48%
-0.6%
Q3 2021$945,000
+1.2%
3,2570.0%0.48%
+0.8%
Q2 2021$934,000
+11.6%
3,2570.0%0.48%
+0.8%
Q1 2021$837,000
+1.5%
3,2570.0%0.48%
-7.6%
Q4 2020$825,000
+11.3%
3,2570.0%0.52%
+3.4%
Q3 2020$741,000
+12.6%
3,2570.0%0.50%
+5.1%
Q2 2020$658,000
+13.4%
3,257
-12.0%
0.47%
+4.4%
Q1 2020$580,000
+33.6%
3,700
+55.3%
0.45%
+76.7%
Q4 2019$434,000
+12.4%
2,3830.0%0.26%
-1.2%
Q3 2019$386,000
-9.2%
2,383
-7.0%
0.26%
-9.7%
Q2 2019$425,000
-3.4%
2,563
-8.9%
0.29%
-9.7%
Q1 2019$440,0002,8120.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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