TECTONIC ADVISORS 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
TECTONIC ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$756,749
-3.1%
2,779
+0.7%
0.07%
-26.0%
Q2 2023$780,970
+18.7%
2,760
+4.7%
0.10%
+6.7%
Q1 2023$657,773
+56.3%
2,637
+33.5%
0.09%
+38.5%
Q4 2022$420,892
-18.7%
1,975
-18.5%
0.06%
-32.3%
Q3 2022$518,000
+2.8%
2,422
+7.2%
0.10%
+4.3%
Q2 2022$504,000
-15.4%
2,259
+8.9%
0.09%
-10.7%
Q1 2022$596,000
+4.4%
2,074
+16.5%
0.10%
+1.0%
Q4 2021$571,000
+15.1%
1,780
+4.1%
0.10%
+5.2%
Q3 2021$496,000
-16.4%
1,710
-17.4%
0.10%
-20.5%
Q2 2021$593,000
+71.9%
2,069
+54.2%
0.12%
+41.9%
Q1 2021$345,000
+32.2%
1,342
+30.3%
0.09%
+21.1%
Q4 2020$261,0001,0300.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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