Fairhaven Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Fairhaven Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$527,737
-3.8%
1,9380.0%0.21%0.0%
Q2 2023$548,376
+32.8%
1,9380.0%0.21%
+20.0%
Q4 2022$413,007
-1.4%
1,938
-1.1%
0.18%
-6.4%
Q3 2022$419,000
-4.1%
1,9600.0%0.19%
-8.8%
Q2 2022$437,000
-24.9%
1,960
-3.2%
0.20%
-13.1%
Q1 2022$582,000
-10.5%
2,0240.0%0.24%
-7.1%
Q4 2021$650,000
+9.8%
2,024
-0.8%
0.25%
+4.1%
Q3 2021$592,000
+64.9%
2,040
+62.8%
0.24%
+70.6%
Q2 2021$359,000
+5.6%
1,253
-5.3%
0.14%0.0%
Q1 2021$340,000
+4.0%
1,323
+2.5%
0.14%
-0.7%
Q4 2020$327,000
+58.7%
1,291
+42.3%
0.14%
+18.0%
Q3 2020$206,0009070.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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