MATRIX PRIVATE CAPITAL GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,828,963
+0.5%
32,422
+4.5%
6.58%
+2.4%
Q2 2023$8,781,417
+9.4%
31,034
-3.6%
6.43%
+15.5%
Q1 2023$8,028,907
+14.2%
32,188
-2.4%
5.56%
+21.3%
Q4 2022$7,031,388
-2.7%
32,994
-2.4%
4.58%
-6.3%
Q3 2022$7,229,000
-1.7%
33,791
+2.4%
4.89%
+16.7%
Q2 2022$7,356,000
-19.1%
33,005
+4.4%
4.20%
-5.5%
Q1 2022$9,090,000
-3.9%
31,607
+7.2%
4.44%
-0.9%
Q4 2021$9,458,000
+13.4%
29,473
+2.6%
4.48%
+2.2%
Q3 2021$8,339,000
+5.5%
28,740
+4.2%
4.38%
+1.2%
Q2 2021$7,908,000
+13.3%
27,572
+1.6%
4.33%
+3.1%
Q1 2021$6,979,000
+2.9%
27,151
+1.4%
4.20%
-13.7%
Q4 2020$6,781,000
+12.3%
26,767
+0.9%
4.86%
-20.8%
Q3 2020$6,036,000
+17.6%
26,520
+4.4%
6.14%
+8.5%
Q2 2020$5,132,000
+36.5%
25,393
+5.8%
5.66%
+5.9%
Q1 2020$3,761,000
+27.5%
24,002
+48.3%
5.34%
+72.8%
Q4 2019$2,949,00016,1863.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders