Traverso Chambers Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Traverso Chambers Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,420,604
-1.8%
45,612
+2.1%
3.32%
+0.1%
Q2 2023$12,642,370
+6.5%
44,679
-6.2%
3.32%
+2.0%
Q1 2023$11,875,589
+17.9%
47,609
+0.7%
3.26%
+12.4%
Q4 2022$10,073,070
+0.2%
47,267
+0.6%
2.90%
-6.0%
Q3 2022$10,056,000
-3.1%
47,002
+0.9%
3.08%
-11.3%
Q2 2022$10,383,000
-18.7%
46,582
+4.9%
3.47%
-8.8%
Q1 2022$12,770,000
-8.4%
44,401
+2.2%
3.81%
-8.0%
Q4 2021$13,948,000
+12.8%
43,464
+2.0%
4.14%
+7.5%
Q3 2021$12,365,000
+1.2%
42,614
+0.1%
3.85%
+0.1%
Q2 2021$12,215,000
+13.9%
42,589
+2.1%
3.85%
+6.4%
Q1 2021$10,725,000
+1.4%
41,725
-0.0%
3.62%
-4.8%
Q4 2020$10,573,000
+7.7%
41,734
-3.2%
3.80%
+0.2%
Q3 2020$9,813,000
+4.6%
43,115
-7.1%
3.79%
-3.6%
Q2 2020$9,380,000
+32.4%
46,417
+2.7%
3.93%
+17.9%
Q1 2020$7,083,000
-1.7%
45,202
+14.2%
3.34%
+8.9%
Q4 2019$7,208,000
+8.5%
39,566
-1.0%
3.06%
-3.5%
Q3 2019$6,644,000
+2.0%
39,957
+1.6%
3.18%
-0.2%
Q2 2019$6,516,000
+8.5%
39,310
+2.4%
3.18%
+8.1%
Q1 2019$6,005,000
+23.6%
38,388
+6.2%
2.94%
+12.2%
Q4 2018$4,857,00036,1572.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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