CARY STREET PARTNERS INVESTMENT ADVISORY LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.

Quarter-by-quarter ownership
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,147,846
+27.1%
116,972
+60.9%
1.41%
+6.4%
Q2 2023$20,567,591
+72.1%
72,687
+51.8%
1.32%
+53.9%
Q1 2023$11,947,885
+24.9%
47,899
+6.7%
0.86%
+22.0%
Q4 2022$9,568,508
+5.1%
44,899
+5.5%
0.70%
-6.1%
Q3 2022$9,107,000
+20.3%
42,565
+25.3%
0.75%
+16.8%
Q2 2022$7,573,000
-10.6%
33,976
+15.4%
0.64%
-72.4%
Q1 2022$8,469,000
-2.4%
29,447
+9.0%
2.33%
-3.2%
Q4 2021$8,673,000
+21.8%
27,027
+10.1%
2.40%
+3.0%
Q3 2021$7,121,000
-0.1%
24,541
-1.3%
2.33%
+1.2%
Q2 2021$7,130,000
+20.7%
24,858
+8.2%
2.30%
-5.2%
Q1 2021$5,906,000
+24.3%
22,976
+22.5%
2.43%
+165.7%
Q4 2020$4,753,000
-28.0%
18,760
-35.3%
0.92%
-34.5%
Q3 2020$6,601,000
+58.0%
29,002
+40.3%
1.40%
-76.4%
Q2 2020$4,178,000
+59.0%
20,674
+23.3%
5.92%
-3.3%
Q1 2020$2,627,000
-33.4%
16,770
-22.5%
6.13%
+41.8%
Q4 2019$3,944,000
-70.7%
21,648
+115.7%
4.32%
-67.0%
Q4 2018$13,480,00010,03513.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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