Keebeck Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Keebeck Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,219,327
-3.8%
8,1500.0%0.39%
+22.1%
Q2 2023$2,306,124
+13.4%
8,1500.0%0.32%
-3.4%
Q1 2023$2,032,936
+17.0%
8,1500.0%0.33%
+7.5%
Q4 2022$1,736,847
-0.4%
8,1500.0%0.30%
-9.2%
Q3 2022$1,744,000
-4.0%
8,1500.0%0.34%
-3.2%
Q2 2022$1,817,000
-22.5%
8,1500.0%0.35%
-10.8%
Q1 2022$2,344,000
-10.4%
8,1500.0%0.39%
-16.7%
Q4 2021$2,615,000
+7.6%
8,150
-2.7%
0.47%
-2.5%
Q3 2021$2,430,000
+1.0%
8,375
-0.1%
0.48%
+38.0%
Q2 2021$2,405,000
+6.4%
8,387
-4.7%
0.35%
-1.1%
Q1 2021$2,261,000
+1.3%
8,798
-0.1%
0.35%
-9.8%
Q4 2020$2,232,000
+9.0%
8,811
-2.1%
0.39%
-8.0%
Q3 2020$2,047,000
+11.8%
8,996
-0.7%
0.42%
-26.9%
Q2 2020$1,831,000
+21.5%
9,061
-5.8%
0.58%
-7.7%
Q1 2020$1,507,000
-14.0%
9,6220.0%0.63%
+13.0%
Q4 2019$1,752,0009,6220.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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