Lumature Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Lumature Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$8,348,289
+18.0%
29,503
+4.0%
4.96%
+25.1%
Q1 2023$7,073,780
+23.1%
28,359
+5.1%
3.96%
+23.4%
Q4 2022$5,748,385
+2.1%
26,974
+2.5%
3.21%
+6.5%
Q3 2022$5,629,000
-3.9%
26,308
+0.1%
3.02%
+15.6%
Q2 2022$5,859,000
-14.5%
26,285
+10.4%
2.61%
-5.0%
Q1 2022$6,849,000
-14.4%
23,814
-4.5%
2.75%
-11.6%
Q4 2021$7,999,000
+14.2%
24,928
+3.3%
3.11%
+8.6%
Q3 2021$7,003,000
+7.2%
24,135
+5.9%
2.86%
+5.9%
Q2 2021$6,534,000
+20.3%
22,781
+7.8%
2.70%
-5.3%
Q1 2021$5,430,000
+26.1%
21,124
+24.3%
2.85%
-30.0%
Q4 2020$4,307,00017,0014.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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