PACIFIC CAPITAL WEALTH ADVISORS, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$315,063
-3.8%
1,1570.0%0.09%
+6.0%
Q2 2023$327,385
+6.4%
1,157
-6.2%
0.08%
+5.1%
Q1 2023$307,560
+3.2%
1,233
-11.8%
0.08%
+2.6%
Q4 2022$297,928
-10.3%
1,398
-9.9%
0.08%
-14.4%
Q3 2022$332,000
-4.0%
1,5520.0%0.09%
-6.2%
Q2 2022$346,000
-37.4%
1,552
-19.3%
0.10%
-39.2%
Q1 2022$553,000
-3.7%
1,922
+7.5%
0.16%
-4.2%
Q4 2021$574,000
+1451.4%
1,788
+1010.6%
0.16%
+650.0%
Q3 2020$37,0001610.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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