Prosperity Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,018,304
-2.0%
44,135
+1.9%
5.02%
-0.8%
Q2 2023$12,259,055
+19.8%
43,324
+5.6%
5.06%
+13.5%
Q1 2023$10,234,743
+23.6%
41,031
+6.6%
4.46%
+9.0%
Q4 2022$8,279,135
+0.5%
38,5070.0%4.09%
-4.9%
Q3 2022$8,239,000
-8.1%
38,507
+22.5%
4.30%
-6.1%
Q2 2022$8,967,000
-10.7%
31,4370.0%4.58%
-6.8%
Q1 2022$10,039,000
-0.5%
31,4370.0%4.92%
-3.9%
Q4 2021$10,088,000
+17.4%
31,437
+6.2%
5.11%
+9.1%
Q3 2021$8,591,000
+4.3%
29,607
+3.1%
4.68%
-8.3%
Q2 2021$8,234,000
+21.9%
28,709
+9.3%
5.11%
+6.5%
Q1 2021$6,752,000
+11.8%
26,267
+10.2%
4.80%
-6.3%
Q4 2020$6,038,00023,8345.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders