Transparent Wealth Partners 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
Transparent Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$3,684,210
+12.1%
14,770
-4.3%
2.69%
+4.7%
Q4 2022$3,287,948
+7.6%
15,428
+8.0%
2.57%0.0%
Q3 2022$3,055,000
-8.5%
14,281
-4.7%
2.57%
-12.8%
Q2 2022$3,340,000
-28.5%
14,986
+2.9%
2.95%
-16.0%
Q4 2021$4,674,00014,5673.51%
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