New Perspectives, Inc - 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
New Perspectives, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$388,713
+99826.2%
1,824
+0.3%
0.30%
-11.0%
Q3 2022$389
-99.9%
1,8190.0%0.34%
+1.5%
Q2 2022$405,437
-22.5%
1,8190.0%0.33%
-12.5%
Q1 2022$523,000
-10.4%
1,8190.0%0.38%
-8.7%
Q4 2021$584,000
+10.6%
1,8190.0%0.41%
+5.9%
Q3 2021$528,000
+1.1%
1,8190.0%0.39%
-3.7%
Q2 2021$522,0001,8190.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders