Royal Fund 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
Royal Fund Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$327,042
-97.5%
1,201
-98.0%
0.04%
-98.0%
Q2 2022$13,161,000
-23.4%
59,051
-1.1%
2.19%
-12.1%
Q1 2022$17,171,000
-5.1%
59,705
+5.9%
2.49%
-4.1%
Q4 2021$18,098,000
+16.4%
56,397
+5.3%
2.59%
+14.5%
Q3 2021$15,544,000
+10.4%
53,571
+9.1%
2.26%
-2.8%
Q2 2021$14,082,000
+23.1%
49,100
+10.3%
2.33%
+11.4%
Q1 2021$11,443,000
+14.1%
44,519
+12.4%
2.09%
-1.5%
Q4 2020$10,030,000
+28.4%
39,593
+15.3%
2.12%
+6.3%
Q3 2020$7,813,000
+141.7%
34,328
+114.6%
2.00%
+75.3%
Q2 2020$3,233,000
+192.8%
15,999
+127.0%
1.14%
+153.3%
Q1 2020$1,104,000
-23.0%
7,048
-10.5%
0.45%
+23.3%
Q4 2019$1,434,000
+86.7%
7,876
+70.4%
0.36%
+70.6%
Q3 2019$768,000
+45.7%
4,622
+43.1%
0.21%
+37.2%
Q2 2019$527,000
+40.9%
3,231
+34.8%
0.16%
+31.1%
Q1 2019$374,000
+129.4%
2,396
+96.7%
0.12%
+80.3%
Q4 2018$163,000
+8050.0%
1,218
+8020.0%
0.07%
+6500.0%
Q2 2018$2,0000.0%150.0%0.00%0.0%
Q1 2018$2,0000.0%150.0%0.00%0.0%
Q4 2017$2,0000.0%15
-21.1%
0.00%0.0%
Q3 2017$2,000
+100.0%
19
+26.7%
0.00%
Q2 2017$1,0000.0%150.0%0.00%
Q1 2017$1,000150.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders