TriaGen Wealth 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
TriaGen Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$303,898
-3.8%
1,1160.0%0.16%
+7.6%
Q2 2023$315,783
+13.4%
1,1160.0%0.14%
+2.9%
Q1 2023$278,375
+17.0%
1,1160.0%0.14%
+6.1%
Q4 2022$237,831
-0.5%
1,1160.0%0.13%0.0%
Q3 2022$239,000
-4.0%
1,1160.0%0.13%
-25.4%
Q2 2022$249,000
-22.4%
1,1160.0%0.18%
+6.0%
Q1 2022$321,000
-10.3%
1,1160.0%0.17%
-5.6%
Q4 2021$358,000
+10.5%
1,1160.0%0.18%
+0.6%
Q3 2021$324,000
-1.8%
1,1160.0%0.18%
+3.5%
Q2 2021$330,000
+6.5%
1,116
-7.5%
0.17%
-4.5%
Q1 2021$310,000
+2.6%
1,206
+1.3%
0.18%
+0.6%
Q4 2020$302,0001,1910.18%
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