NorthCrest Asset Manangement, 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
NorthCrest Asset Manangement, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$746,129
-3.8%
2,7400.0%0.03%
-3.2%
Q2 2023$775,310
+36.1%
2,740
+20.0%
0.03%
+29.2%
Q1 2023$569,472
+56.4%
2,283
+33.7%
0.02%
+14.3%
Q4 2022$364,000
-0.3%
1,7080.0%0.02%
+5.0%
Q3 2022$365,000
-4.2%
1,7080.0%0.02%
+5.3%
Q2 2022$381,000
-22.4%
1,7080.0%0.02%
-17.4%
Q1 2022$491,000
+4.9%
1,708
+17.2%
0.02%
-11.5%
Q4 2021$468,0001,4570.03%
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