Orin Green Financial, LLC - 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
Orin Green Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,674,162
-6.8%
6,148
-3.1%
0.93%
-1.1%
Q2 2023$1,795,665
+11.6%
6,346
-1.6%
0.94%
+7.8%
Q1 2023$1,608,640
+11.1%
6,449
-5.1%
0.87%
+2.5%
Q4 2022$1,447,444
-5.7%
6,792
-5.4%
0.85%
-14.8%
Q3 2022$1,535,000
-21.0%
7,176
-15.0%
1.00%
-17.8%
Q2 2022$1,943,000
-36.2%
8,442
-20.3%
1.21%
-39.0%
Q1 2022$3,047,000
-1.3%
10,593
-1.0%
1.99%
-11.0%
Q4 2021$3,087,000
-4.7%
10,704
-4.1%
2.24%
-1.0%
Q3 2021$3,238,000
-1.6%
11,159
-2.7%
2.26%
-2.9%
Q2 2021$3,291,000
+55.5%
11,473
+39.4%
2.33%
+35.1%
Q1 2021$2,116,000
-25.4%
8,233
-26.5%
1.72%
-23.5%
Q4 2020$2,836,00011,1962.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders