MAGNOLIA CAPITAL ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
MAGNOLIA CAPITAL ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$7,861,963
+8.8%
27,785
-4.1%
3.94%
+6.0%
Q1 2023$7,225,846
+1171025.8%
28,968
+901.0%
3.72%
+807.3%
Q4 2022$617
-99.8%
2,894
+215.9%
0.41%
+298.1%
Q1 2022$263,000
+15.4%
916
+28.7%
0.10%
+53.7%
Q4 2021$228,000
+8.6%
712
-1.8%
0.07%
-8.2%
Q3 2021$210,000
-18.9%
725
-19.7%
0.07%
-36.5%
Q2 2021$259,000
-96.8%
903
-97.2%
0.12%
-97.8%
Q4 2020$8,129,000
-43.9%
32,085
-17.9%
5.25%
-7.9%
Q3 2020$14,488,000
+7108.0%
39,069
+3426.1%
5.70%
+2869.8%
Q4 2019$201,0001,1080.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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