Concord Wealth Partners - 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
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$66,201
+48.9%
243
+54.8%
0.01%
+40.0%
Q2 2023$44,449
-23.2%
157
-32.3%
0.01%
-37.5%
Q1 2023$57,886
+17.1%
2320.0%0.02%
+6.7%
Q4 2022$49,449
-56.6%
232
-54.6%
0.02%
-51.6%
Q2 2022$114,000
-21.9%
511
+0.6%
0.03%
-18.4%
Q1 2022$146,000
+29.2%
508
+44.3%
0.04%
+35.7%
Q4 2021$113,000
-4.2%
352
-14.1%
0.03%
-17.6%
Q2 2021$118,000
+12.4%
4100.0%0.03%
-2.9%
Q1 2021$105,000
-10.3%
410
-10.9%
0.04%
-61.1%
Q4 2020$117,0004600.09%
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