Detalus Advisors, LLC - 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
Detalus Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$836,343
-4.7%
3,071
-1.0%
0.39%
-0.3%
Q2 2023$877,527
+9.5%
3,101
-3.5%
0.39%
+2.6%
Q1 2023$801,248
+17.1%
3,2120.0%0.38%
+14.7%
Q4 2022$684,533
-0.4%
3,2120.0%0.33%
-18.9%
Q3 2022$687,000
-4.1%
3,2120.0%0.41%
-2.1%
Q2 2022$716,000
-22.3%
3,212
+0.2%
0.42%
-13.4%
Q1 2022$922,000
-10.1%
3,207
+0.3%
0.49%
-1.2%
Q4 2021$1,026,000
+10.6%
3,1970.0%0.49%
+4.5%
Q3 2021$928,000
+1.2%
3,1970.0%0.47%
-3.5%
Q2 2021$917,000
+9.0%
3,197
-2.3%
0.49%
-1.6%
Q1 2021$841,000
-6.9%
3,273
-8.1%
0.50%
-12.7%
Q4 2020$903,000
+8.9%
3,563
-2.2%
0.57%
-6.1%
Q3 2020$829,000
+11.3%
3,642
-1.2%
0.60%
+5.0%
Q2 2020$745,000
+29.3%
3,688
+0.4%
0.58%
+8.7%
Q1 2020$576,000
-52.4%
3,674
-44.7%
0.53%
-39.9%
Q4 2019$1,210,0006,6420.88%
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