Petix & Botte Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Petix & Botte Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,923,886
-5.6%
29,097
-1.9%
2.50%
-4.1%
Q2 2023$8,395,230
+122.9%
29,670
+96.5%
2.61%
+2.7%
Q1 2023$3,766,476
+13.6%
15,100
-2.5%
2.54%
+0.6%
Q3 2022$3,315,000
-5.4%
15,493
-1.4%
2.52%
-2.2%
Q2 2022$3,504,000
-62.4%
15,719
-51.4%
2.58%
-10.1%
Q1 2022$9,310,000
+71.0%
32,372
+90.9%
2.87%
-17.1%
Q4 2021$5,443,000
-55.4%
16,962
-59.7%
3.46%
-16.3%
Q3 2021$12,210,000
+77.5%
42,078
+75.4%
4.14%
-13.8%
Q2 2021$6,879,000
+3.3%
23,983
-7.5%
4.80%
-2.5%
Q1 2021$6,662,000
-2.1%
25,920
-3.5%
4.92%
-3.4%
Q4 2020$6,806,000
+4.3%
26,867
-6.3%
5.09%
-2.1%
Q3 2020$6,523,000
+5.5%
28,663
-53.1%
5.20%
+2.2%
Q2 2020$6,181,000
+26.3%
61,093
+95.7%
5.09%
+6.9%
Q1 2020$4,892,000
-22.1%
31,220
-9.5%
4.76%
-3.7%
Q4 2019$6,282,00034,4814.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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