Foster Victor Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,402,785
-3.3%
5,047
-1.5%
0.16%
+1.2%
Q2 2023$1,450,743
+5.0%
5,124
-7.8%
0.16%
-3.6%
Q1 2023$1,381,240
+9.2%
5,559
-5.9%
0.17%
+3.7%
Q4 2022$1,264,515
+7.6%
5,905
+12.8%
0.16%
-5.8%
Q3 2022$1,175,000
-0.8%
5,237
+1.7%
0.17%
-2.8%
Q2 2022$1,185,000
-13.9%
5,148
+5.1%
0.18%
-6.9%
Q1 2022$1,377,000
+0.1%
4,896
+9.9%
0.19%
+1.1%
Q4 2021$1,375,000
+54.0%
4,455
+44.7%
0.19%
+30.8%
Q3 2021$893,000
-2.6%
3,079
-3.7%
0.14%
-6.5%
Q2 2021$917,000
-0.4%
3,197
-4.6%
0.15%
-10.5%
Q1 2021$921,000
-2.5%
3,350
-10.2%
0.17%
-20.5%
Q4 2020$945,000
+20.1%
3,729
+7.9%
0.22%
+0.9%
Q3 2020$787,000
+2.5%
3,456
-9.1%
0.21%
-16.5%
Q2 2020$768,000
+15.5%
3,802
-4.1%
0.26%
-12.7%
Q1 2020$665,000
-19.4%
3,963
-10.6%
0.29%
-18.2%
Q4 2019$825,000
+14.9%
4,432
+2.0%
0.36%
-10.5%
Q3 2019$718,000
-1.6%
4,344
-1.4%
0.40%
-25.6%
Q2 2019$730,000
+5.8%
4,404
-0.2%
0.54%
-0.2%
Q1 2019$690,000
+20.8%
4,413
+3.9%
0.54%
-0.2%
Q4 2018$571,0004,2490.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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