Perennial Investment Advisors, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

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Quarter-by-quarter ownership
Perennial Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,513,959
-1.6%
16,577
+2.3%
0.82%
+1.0%
Q2 2023$4,586,576
+18.8%
16,209
+4.7%
0.81%
+12.4%
Q1 2023$3,860,967
+39.3%
15,479
+19.0%
0.72%
-36.3%
Q4 2022$2,772,322
+18.7%
13,010
+19.2%
1.13%
+6.3%
Q3 2022$2,336,000
+149.0%
10,917
+159.4%
1.06%
+189.6%
Q2 2022$938,000
-27.0%
4,209
-5.7%
0.37%
-9.9%
Q1 2022$1,285,000
-20.8%
4,465
-11.7%
0.41%
-19.9%
Q4 2021$1,623,000
-3.5%
5,057
-12.7%
0.51%
-14.8%
Q3 2021$1,681,000
+21.8%
5,790
+20.4%
0.60%
+18.3%
Q2 2021$1,380,000
+9.9%
4,810
-1.5%
0.50%
+1.4%
Q1 2021$1,256,000
+1.5%
4,8850.0%0.50%
-6.4%
Q4 2020$1,237,000
+11.3%
4,885
+0.0%
0.53%
-4.8%
Q3 2020$1,111,000
+12.6%
4,8840.0%0.56%
-16.6%
Q2 2020$987,000
+30.2%
4,884
+0.9%
0.67%
-0.9%
Q1 2020$758,000
-20.6%
4,839
-7.7%
0.67%
-10.5%
Q4 2019$955,000–5,245–0.75%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders