Red Door Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Red Door Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$317,049
-3.8%
1,1640.0%0.08%
+8.2%
Q2 2023$329,444
-17.5%
1,164
-27.2%
0.07%
-41.6%
Q1 2023$399,169
+17.0%
1,6000.0%0.12%
+11.6%
Q4 2022$341,027
-0.6%
1,600
-0.3%
0.11%
-13.8%
Q3 2022$343,000
-8.0%
1,605
-4.2%
0.13%
-5.8%
Q2 2022$373,000
-11.8%
1,675
+13.7%
0.14%
-2.8%
Q1 2022$423,000
-10.4%
1,473
+0.1%
0.14%
-8.4%
Q4 2021$472,000
+16.5%
1,471
+5.4%
0.16%0.0%
Q3 2021$405,000
+22.0%
1,395
+20.5%
0.16%
+20.2%
Q2 2021$332,000
+11.4%
1,1580.0%0.13%
-15.1%
Q1 2021$298,000
+1.7%
1,1580.0%0.15%
-12.1%
Q4 2020$293,000
+10.6%
1,1580.0%0.17%
-11.3%
Q3 2020$265,000
+13.2%
1,1580.0%0.20%
+14.0%
Q2 2020$234,000
+29.3%
1,1580.0%0.17%
-0.6%
Q1 2020$181,000
-17.0%
1,1580.0%0.17%
-11.3%
Q4 2019$218,0001,1580.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders