Marcum Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,539 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$7,914,633
+4.1%
21,162
-4.2%
0.79%
+2.9%
Q1 2024$7,600,939
+7.0%
22,083
-3.4%
0.77%
+2.0%
Q4 2023$7,105,757
+10.4%
22,857
-3.3%
0.76%
-2.3%
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 Q3 2022
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders