Keudell/Morrison Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Keudell/Morrison Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$359,177
-3.8%
1,3190.0%0.11%
+0.9%
Q2 2023$373,224
+16.5%
1,319
+2.7%
0.11%
+14.9%
Q1 2023$320,281
+17.0%
1,2840.0%0.09%
+6.8%
Q4 2022$273,633
-34.2%
1,284
-33.9%
0.09%
-43.6%
Q3 2022$416,000
-66.7%
1,943
-65.3%
0.16%
-65.6%
Q2 2022$1,248,000
-12.1%
5,597
+13.5%
0.45%
-23.6%
Q1 2022$1,419,000
-87.8%
4,933
-86.3%
0.59%
-87.0%
Q4 2021$11,593,000
+1490.3%
36,126
+1338.7%
4.58%
+1362.3%
Q3 2021$729,000
+11.3%
2,511
+9.9%
0.31%
-12.8%
Q2 2021$655,000
+7.2%
2,284
-3.9%
0.36%
+1.1%
Q1 2021$611,0002,3770.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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