Atlas Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 2,045 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.

Quarter-by-quarter ownership
Atlas Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$223,042
+10.7%
6480.0%0.09%
-1.1%
Q4 2023$201,450
-22.7%
648
-29.6%
0.10%
-30.7%
Q2 2023$260,606
+28.5%
921
+13.3%
0.14%
+12.3%
Q1 2023$202,795
-13.3%
8130.0%0.12%
-10.3%
Q1 2022$234,000
-10.3%
813
-0.1%
0.14%
-6.2%
Q4 2021$261,000
+10.6%
814
+0.1%
0.14%
+0.7%
Q3 2021$236,000
+1.3%
8130.0%0.14%0.0%
Q2 2021$233,000
+11.5%
8130.0%0.14%
+7.5%
Q1 2021$209,000
-7.9%
813
-9.2%
0.13%
-17.3%
Q4 2020$227,000
+11.3%
8950.0%0.16%
+1.2%
Q3 2020$204,000
+12.7%
8950.0%0.16%
+9.6%
Q2 2020$181,000
+341.5%
895
+240.3%
0.15%
+284.2%
Q1 2020$41,000
-14.6%
2630.0%0.04%
+2.7%
Q4 2019$48,0002630.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2024
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