SteelPeak Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,407 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$945,275
+8.8%
2,5240.0%0.04%0.0%
Q1 2024$868,874
+10.7%
2,5240.0%0.04%
-2.2%
Q4 2023$784,763
+23.1%
2,524
+7.8%
0.04%
+12.5%
Q3 2023$637,567
+149.2%
2,341
+159.0%
0.04%
+166.7%
Q2 2023$255,798
-14.7%
904
-13.4%
0.02%
-11.8%
Q1 2022$300,000
-10.4%
1,0440.0%0.02%
-10.5%
Q4 2021$335,000
+66.7%
1,044
+33.3%
0.02%
+18.8%
Q1 2021$201,000
-26.1%
783
-27.2%
0.02%
-36.0%
Q4 2020$272,0001,0750.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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