Prestige Wealth Management Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,215,748
-16.0%
52,204
-12.7%
3.50%
-12.5%
Q2 2023$16,915,671
+12.6%
59,781
-0.8%
4.01%
+6.1%
Q1 2023$15,026,011
+15.3%
60,239
-1.5%
3.78%
+11.2%
Q4 2022$13,029,714
+1.5%
61,141
+1.9%
3.40%
-5.8%
Q3 2022$12,835,000
-3.0%
59,991
+1.0%
3.61%
+0.5%
Q2 2022$13,233,000
-19.7%
59,371
+3.7%
3.59%
-11.5%
Q1 2022$16,474,000
-46.7%
57,280
-40.5%
4.05%
-45.1%
Q4 2021$30,892,000
-2.0%
96,265
-11.3%
7.38%
-8.5%
Q3 2021$31,507,000
+3.5%
108,581
+2.3%
8.06%
-0.2%
Q2 2021$30,452,000
+14.0%
106,174
+2.1%
8.08%
+10.7%
Q1 2021$26,718,000
-3.3%
103,945
-4.7%
7.30%
-3.5%
Q4 2020$27,625,000
+38.1%
109,042
+24.0%
7.57%
+25.3%
Q3 2020$20,009,000
+1624.9%
87,908
+1431.2%
6.04%
+1377.5%
Q2 2020$1,160,000
+4042.9%
5,741
+3143.5%
0.41%
+3308.3%
Q1 2020$28,0001770.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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