BERRY GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.

Quarter-by-quarter ownership
BERRY GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$21,288,000
+16.8%
84,029
+4.9%
9.60%
-1.9%
Q3 2020$18,229,000
+13.5%
80,089
+0.7%
9.79%
-1.6%
Q2 2020$16,066,000
+34.7%
79,501
+4.5%
9.95%
+10.7%
Q1 2020$11,923,000
-11.7%
76,092
+2.6%
8.99%
+23.1%
Q4 2019$13,508,00074,1507.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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