COLLECTIVE FAMILY OFFICE 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
COLLECTIVE FAMILY OFFICE LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,004,279
+14.0%
3,688
+18.5%
0.39%
+13.7%
Q2 2023$880,854
+13.4%
3,1130.0%0.34%
+7.5%
Q1 2023$776,507
+7.5%
3,113
-8.1%
0.32%
-1.5%
Q4 2022$722,017
-10.9%
3,388
-10.6%
0.32%
-19.4%
Q3 2022$810,000
-46.4%
3,788
-44.1%
0.40%
-38.4%
Q2 2022$1,511,000
-18.7%
6,778
+4.9%
0.65%
-7.9%
Q1 2022$1,859,000
+1.7%
6,463
+13.4%
0.71%
-1.3%
Q4 2021$1,828,000
+6.8%
5,698
-3.4%
0.72%
-2.3%
Q3 2021$1,711,000
-11.7%
5,898
-12.7%
0.74%
-11.1%
Q2 2021$1,938,000
-6.2%
6,758
-15.9%
0.83%
-17.9%
Q1 2021$2,065,000
-5.8%
8,033
-7.2%
1.01%
-17.3%
Q4 2020$2,193,0008,6581.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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