Regent Peak Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 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
Regent Peak Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,044,008
-1.7%
58,918
+2.2%
4.90%
+3.2%
Q2 2023$16,314,833
+7.4%
57,658
-5.3%
4.75%
+1.1%
Q1 2023$15,189,580
+13.3%
60,895
-3.2%
4.70%
+7.0%
Q4 2022$13,404,933
-1.6%
62,901
-1.2%
4.39%
-8.4%
Q3 2022$13,627,000
-4.1%
63,696
-0.1%
4.80%
+3.3%
Q2 2022$14,207,000
-11.8%
63,744
+13.8%
4.64%
+0.5%
Q1 2022$16,104,000
-7.7%
55,993
+3.0%
4.62%
-2.6%
Q4 2021$17,447,000
+10.6%
54,370
-0.0%
4.74%
+5.0%
Q3 2021$15,781,000
-2.5%
54,385
-0.5%
4.52%
-0.0%
Q2 2021$16,179,000
+15.2%
54,669
+0.0%
4.52%
-2.1%
Q1 2021$14,047,000
-2.6%
54,650
-4.0%
4.62%
-4.0%
Q4 2020$14,419,000
+19.0%
56,915
+6.9%
4.81%
-6.8%
Q3 2020$12,120,000
+12.5%
53,249
-0.1%
5.16%
+5.6%
Q2 2020$10,773,000
+31.0%
53,309
+1.6%
4.88%
+6.7%
Q1 2020$8,223,000
-20.9%
52,485
-8.1%
4.58%
-3.6%
Q4 2019$10,402,00057,1034.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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