Collaborative Wealth Managment Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$380,417
-5.8%
1,397
-2.1%
0.23%
-5.4%
Q2 2023$403,784
+4.8%
1,427
-7.6%
0.24%
-1.2%
Q1 2023$385,396
+17.1%
1,5450.0%0.24%
+12.5%
Q4 2022$329,234
+2.2%
1,545
+2.7%
0.22%
-5.3%
Q3 2022$322,000
-6.7%
1,504
-2.8%
0.23%
+0.9%
Q2 2022$345,000
-56.5%
1,548
-37.4%
0.23%
-47.9%
Q4 2021$793,000
+9.7%
2,472
-1.7%
0.43%
+4.1%
Q1 2021$723,0002,5140.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders