One Charles Private Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 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
One Charles Private Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,056,126
+18.1%
14,895
+22.8%
2.37%
+18.8%
Q2 2023$3,433,230
+18.2%
12,133
+4.2%
2.00%
+10.6%
Q1 2023$2,904,580
+22.6%
11,644
+4.7%
1.80%
+17.7%
Q4 2022$2,369,010
+2.0%
11,116
+2.4%
1.53%
-0.4%
Q3 2022$2,322,000
-5.0%
10,853
+0.7%
1.54%
-6.6%
Q2 2022$2,444,000
-26.8%
10,780
-7.1%
1.65%
-20.7%
Q1 2022$3,337,000
-17.1%
11,601
-7.5%
2.08%
-8.9%
Q4 2021$4,026,000
+6.0%
12,544
-4.1%
2.28%
+4.2%
Q3 2021$3,798,000
+0.6%
13,087
-0.6%
2.19%
-13.6%
Q2 2021$3,775,000
+769.8%
13,162
+680.7%
2.53%
+27.1%
Q1 2021$434,000
+26.9%
1,686
+25.0%
1.99%
-38.7%
Q4 2020$342,000
-88.2%
1,349
-89.7%
3.25%
+116.2%
Q2 2020$2,901,000
-40.3%
13,099
-57.7%
1.50%
-62.5%
Q1 2020$4,856,000
-21.9%
30,987
-9.2%
4.01%
-2.2%
Q4 2019$6,217,00034,1294.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders