PGIM Custom Harvest LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
PGIM Custom Harvest LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$791,061
+25.8%
2,905
+30.7%
0.03%
+20.8%
Q2 2023$628,737
-7.2%
2,222
-18.2%
0.02%
-14.3%
Q1 2023$677,758
-11.7%
2,717
-24.6%
0.03%
-20.0%
Q4 2022$767,647
+3.6%
3,602
+41.0%
0.04%
-68.8%
Q3 2021$741,0002,5550.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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