PBMares Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$278,467
+14.2%
745
+5.1%
0.07%
+6.2%
Q1 2024$243,881
-28.8%
709
-35.7%
0.06%
-37.9%
Q4 2023$342,587
+23.1%
1,102
+7.8%
0.10%
+3.0%
Q3 2023$278,370
-2.0%
1,022
+1.9%
0.10%
-2.0%
Q2 2023$283,923
+14.7%
1,003
+1.0%
0.10%
+10.9%
Q1 2023$247,635
+17.1%
993
+0.1%
0.09%
+7.0%
Q4 2022$211,415
-44.4%
992
-44.1%
0.09%
-48.2%
Q3 2022$380,000
+5.3%
1,776
+9.7%
0.17%
+7.1%
Q2 2022$361,000
-21.7%
1,619
+1.1%
0.16%
-45.4%
Q1 2022$461,000
+21.3%
1,602
+35.3%
0.28%
+76.4%
Q4 2021$380,000
+13.8%
1,184
+2.8%
0.16%
+1.3%
Q3 2021$334,000
+2.5%
1,152
+1.3%
0.16%
-10.7%
Q2 2021$326,000
+11.6%
1,137
+0.1%
0.18%
-25.2%
Q1 2021$292,0001,1360.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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