American Institute for Advanced Investment Management, LLP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
American Institute for Advanced Investment Management, LLP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,693,770
-4.3%
6,220
-0.6%
1.57%
+1.3%
Q2 2023$1,770,767
+88.9%
6,258
+66.5%
1.55%
+54.9%
Q1 2023$937,395
-31.0%
3,758
-41.1%
1.00%
-19.5%
Q4 2022$1,358,576
-0.9%
6,375
-0.5%
1.24%
-3.0%
Q3 2022$1,371,000
-4.0%
6,4080.0%1.28%
+2.4%
Q2 2022$1,428,000
-25.2%
6,408
-3.4%
1.25%
-9.7%
Q1 2022$1,908,000
-10.6%
6,633
-0.3%
1.38%
-3.7%
Q4 2021$2,135,000
+10.7%
6,653
+0.1%
1.44%
+5.3%
Q3 2021$1,928,000
-2.0%
6,644
-3.2%
1.37%
-1.5%
Q2 2021$1,968,000
+9.0%
6,861
-2.3%
1.39%
+0.7%
Q1 2021$1,805,000
-0.1%
7,021
-1.5%
1.38%
-5.0%
Q4 2020$1,806,000
+12.0%
7,129
+0.6%
1.45%
+0.2%
Q3 2020$1,612,000
+8.6%
7,084
-3.5%
1.45%
+3.4%
Q2 2020$1,484,000
+28.6%
7,342
-0.3%
1.40%
+11.9%
Q1 2020$1,154,000
-3.3%
7,363
+12.4%
1.25%
+8.8%
Q4 2019$1,193,0006,5501.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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