Marcum Wealth, 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
Marcum Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,438,746
-5.0%
23,645
-1.3%
0.77%
-2.8%
Q2 2023$6,778,848
+14.0%
23,957
+0.5%
0.80%
+7.3%
Q1 2023$5,947,875
+12.4%
23,845
-3.9%
0.74%
+5.8%
Q4 2022$5,290,238
-6.5%
24,824
-6.1%
0.70%
-18.3%
Q3 2022$5,659,000
-9.6%
26,450
-5.8%
0.86%
-8.4%
Q2 2022$6,259,000
-23.7%
28,082
-1.6%
0.94%
-17.3%
Q1 2022$8,208,000
-10.1%
28,539
+0.3%
1.13%
-10.8%
Q4 2021$9,132,000
+8.2%
28,456
-2.2%
1.27%
-4.2%
Q3 2021$8,439,000
-3.2%
29,084
-4.4%
1.33%
-6.4%
Q2 2021$8,722,000
+7.9%
30,411
-3.3%
1.42%
+6.4%
Q1 2021$8,085,000
+0.1%
31,453
-1.4%
1.33%
-29.8%
Q4 2020$8,080,000
-2.4%
31,895
-12.3%
1.90%
-25.3%
Q3 2020$8,278,000
-14.7%
36,370
-24.3%
2.54%
-15.1%
Q2 2020$9,709,000
+115.1%
48,043
+66.8%
2.99%
+70.9%
Q1 2020$4,513,000
-7.6%
28,801
+7.4%
1.75%
-4.5%
Q4 2019$4,884,00026,8081.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders