Great Diamond Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,848,013
-3.9%
39,837
-0.2%
2.94%
-1.5%
Q2 2023$11,292,368
+2702.1%
39,908
+2149.6%
2.98%
+1914.2%
Q3 2020$403,000
+5.8%
1,774
-6.0%
0.15%
-6.3%
Q2 2020$381,000
+21.0%
1,888
-6.2%
0.16%
-2.5%
Q1 2020$315,000
-8.4%
2,012
+6.5%
0.16%
+23.7%
Q4 2019$344,0001,8900.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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