Baron Financial Group, 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
Baron Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$115,680,000
-22.5%
5190.0%0.08%
-12.6%
Q1 2022$149,264,000
-10.4%
5190.0%0.09%
-7.4%
Q4 2021$166,547,000
+10.6%
5190.0%0.09%
+3.3%
Q3 2021$150,598,000
+1.2%
5190.0%0.09%
-2.2%
Q2 2021$148,854,000
+16.5%
519
+4.4%
0.09%
+5.7%
Q1 2021$127,749,000
-6.8%
497
-8.1%
0.09%
-19.3%
Q4 2020$137,057,000
+11.3%
5410.0%0.11%
-6.0%
Q3 2020$123,137,0005410.12%
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