Key FInancial Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,203,965
-3.8%
4,4210.0%0.41%
-2.2%
Q2 2023$1,251,052
+14.1%
4,421
+0.6%
0.42%
+3.8%
Q1 2023$1,096,115
+134.0%
4,394
+100.7%
0.40%
+81.0%
Q4 2022$468,402
+0.1%
2,1890.0%0.22%
+0.5%
Q3 2022$468,000
+14.1%
2,189
+20.1%
0.22%
-0.9%
Q2 2022$410,000
-13.0%
1,822
+11.2%
0.22%
-5.1%
Q1 2022$471,000
+47.2%
1,638
+64.5%
0.23%
+46.2%
Q4 2021$320,000
-4.5%
996
-13.7%
0.16%
-15.8%
Q3 2021$335,000
-2.0%
1,1540.0%0.19%
-0.5%
Q2 2021$342,000
+15.2%
1,1540.0%0.19%
-2.6%
Q1 2021$297,000
+3.8%
1,154
+2.4%
0.20%
-8.0%
Q4 2020$286,000
+38.2%
1,127
+23.7%
0.21%
+0.5%
Q3 2020$207,000
+47.9%
911
+3.4%
0.21%
+47.2%
Q1 2020$140,0008810.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders