Avion Wealth - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Avion Wealth ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,743
+8200.0%
6,402
+8214.3%
0.50%
+8200.0%
Q2 2023$21
+250.0%
77
+156.7%
0.01%
+200.0%
Q1 2023$6
+50.0%
30
+42.9%
0.00%
+100.0%
Q4 2022$4
-99.9%
210.0%0.00%0.0%
Q3 2022$4,000
-20.0%
210.0%0.00%
-50.0%
Q2 2022$5,000
-16.7%
210.0%0.00%0.0%
Q1 2022$6,000
-14.3%
210.0%0.00%0.0%
Q4 2021$7,000
+16.7%
210.0%0.00%0.0%
Q3 2021$6,0000.0%210.0%0.00%0.0%
Q2 2021$6,000
+20.0%
210.0%0.00%0.0%
Q1 2021$5,0000.0%210.0%0.00%0.0%
Q4 2020$5,0000.0%210.0%0.00%0.0%
Q3 2020$5,000
+25.0%
210.0%0.00%
+100.0%
Q2 2020$4,000
+33.3%
210.0%0.00%0.0%
Q1 2020$3,000210.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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