WEALTH EFFECTS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
WEALTH EFFECTS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,512,954
-1.4%
5,556
+2.4%
0.75%
+10.5%
Q2 2023$1,534,775
+18.2%
5,424
+4.2%
0.68%
+1.7%
Q1 2023$1,298,335
+17.0%
5,2050.0%0.66%
+5.1%
Q4 2022$1,109,2385,2050.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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