FirstPurpose Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$592,575
-5.9%
2,176
-2.2%
0.26%
-5.2%
Q2 2023$629,886
+13.2%
2,226
-0.2%
0.27%
-1.5%
Q1 2023$556,255
-56.6%
2,230
-63.0%
0.27%
-61.7%
Q4 2022$1,282,922
+157.1%
6,020
+158.4%
0.72%
+117.6%
Q3 2022$499,000
+2.0%
2,330
+6.2%
0.33%0.0%
Q2 2022$489,000
-23.6%
2,195
-1.4%
0.33%
-34.1%
Q1 2022$640,000
-5.0%
2,227
+6.0%
0.50%
+18.0%
Q4 2021$674,0002,1000.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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