NewEdge Wealth, 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
NewEdge Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,379,461
+2.2%
34,444
+6.2%
0.30%
-3.3%
Q2 2023$9,178,618
+9.3%
32,438
-3.7%
0.31%
-3.8%
Q1 2023$8,398,510
+78.6%
33,669
+52.6%
0.32%
+57.1%
Q4 2022$4,703,223
+11.9%
22,069
+12.3%
0.20%
+2.0%
Q3 2022$4,203,000
-12.0%
19,645
-8.3%
0.20%
-8.3%
Q2 2022$4,775,000
-22.4%
21,425
+0.2%
0.22%
-20.5%
Q1 2022$6,150,000
-23.6%
21,385
-14.8%
0.27%
-19.2%
Q4 2021$8,053,000
+20.2%
25,094
+8.7%
0.34%
-15.3%
Q3 2021$6,697,000
+1.2%
23,0810.0%0.40%
-21.1%
Q2 2021$6,620,000
-48.0%
23,081
-53.4%
0.51%
-60.0%
Q1 2021$12,727,000
+90.7%
49,514
+87.9%
1.26%
-38.4%
Q4 2020$6,674,00026,3462.05%
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