Endowment Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$353,507
-5.2%
1,298
-1.4%
0.32%
-7.3%
Q2 2023$372,784
+9.8%
1,317
-3.3%
0.34%
+0.3%
Q1 2023$339,630
+18.6%
1,362
+1.3%
0.34%
+8.3%
Q4 2022$286,473
-0.2%
1,3440.0%0.32%
-9.5%
Q3 2022$287,000
-3.7%
1,344
+0.4%
0.35%
-3.1%
Q2 2022$298,000
-15.1%
1,338
+9.7%
0.36%
-2.7%
Q1 2022$351,000
-20.2%
1,220
-11.0%
0.37%
-17.1%
Q4 2021$440,0001,3710.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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