Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,655,431
+3078.9%
28,112
+2390.0%
0.16%
+2533.3%
Q4 2022$240,817
+18.6%
1,129
+19.2%
0.01%
+20.0%
Q3 2022$203,000
-27.5%
947
-24.7%
0.01%
-28.6%
Q2 2022$280,000
-52.5%
1,257
-38.7%
0.01%
-46.2%
Q1 2022$590,000
-11.8%
2,052
-1.4%
0.01%0.0%
Q4 2021$669,0002,0820.01%
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