Marks Group Wealth Management, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.

Quarter-by-quarter ownership
Marks Group Wealth Management, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,464,516
-1.5%
5,378
+2.3%
0.18%
+2.3%
Q2 2023$1,487,272
+12.5%
5,256
-0.9%
0.18%
+4.7%
Q1 2023$1,322,561
+200.0%
5,302
+156.3%
0.17%
+181.7%
Q4 2022$440,925
+3.3%
2,069
+3.8%
0.06%
-7.7%
Q3 2022$427,000
-3.8%
1,9940.0%0.06%
+1.6%
Q2 2022$444,000
-19.0%
1,994
+4.7%
0.06%
-7.2%
Q1 2022$548,000
-11.3%
1,904
-0.9%
0.07%
-8.0%
Q4 2021$618,000
+8.6%
1,922
-2.0%
0.08%
-2.6%
Q3 2021$569,000
+20.3%
1,961
+19.1%
0.08%
+18.5%
Q2 2021$473,000
+9.2%
1,647
-2.2%
0.06%
+1.6%
Q1 2021$433,000
-5.3%
1,684
-6.6%
0.06%
-9.9%
Q4 2020$457,000
+26.9%
1,803
+14.0%
0.07%
+9.2%
Q3 2020$360,000
+12.9%
1,5810.0%0.06%0.0%
Q2 2020$319,000
+1.9%
1,581
-20.8%
0.06%
-19.8%
Q1 2020$313,000
-10.8%
1,997
+3.5%
0.08%
+17.4%
Q4 2019$351,0001,9290.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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