Schechter Investment Advisors, 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
Schechter Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25,702,513
-52.2%
94,387
-50.4%
2.49%
+3.1%
Q2 2023$53,793,776
+116.3%
190,110
+90.7%
2.42%
+5.0%
Q1 2023$24,866,520
-40.5%
99,689
-49.2%
2.30%
+20.6%
Q4 2022$41,799,902
+115.1%
196,142
+116.0%
1.91%
-0.3%
Q3 2022$19,429,000
+2.4%
90,811
+6.7%
1.91%
+3.7%
Q2 2022$18,977,000
-13.1%
85,141
+12.2%
1.85%
-9.0%
Q1 2022$21,832,000
-6.1%
75,913
+4.8%
2.03%
-3.2%
Q4 2021$23,242,00072,4262.10%
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