CAROLINAS WEALTH CONSULTING LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,555,394
-26.7%
5,814
-22.5%
0.39%
-7.8%
Q2 2023$2,122,507
+14.8%
7,501
+1.2%
0.42%
+7.1%
Q1 2023$1,848,175
+15.5%
7,409
-1.3%
0.39%
+8.6%
Q4 2022$1,599,467
+170.2%
7,505
+171.2%
0.36%
+141.3%
Q3 2022$592,000
-3.9%
2,767
+0.0%
0.15%
-2.0%
Q2 2022$616,000
-28.2%
2,766
-7.3%
0.15%
-19.5%
Q1 2022$858,000
+20.5%
2,984
+34.5%
0.19%
+22.6%
Q4 2021$712,000
+6.3%
2,219
-3.9%
0.16%
-0.6%
Q3 2021$670,000
-0.6%
2,310
-1.8%
0.16%
+5.4%
Q2 2021$674,000
+13.1%
2,352
+1.5%
0.15%
+2.1%
Q1 2021$596,000
+1.7%
2,318
+0.3%
0.14%
-8.2%
Q4 2020$586,000
-1.8%
2,312
-11.9%
0.16%
-21.4%
Q3 2020$597,000
-45.1%
2,625
-51.2%
0.20%
-53.0%
Q2 2020$1,088,000
+25.2%
5,383
-2.9%
0.43%
-8.9%
Q1 2020$869,0005,5440.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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