Morton Capital Management LLC/CA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,621 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
Morton Capital Management LLC/CA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$567,374
+8.7%
1,5170.0%0.14%
-4.3%
Q1 2024$522,152
-3.0%
1,517
-12.4%
0.14%
-11.9%
Q4 2023$538,445
+23.7%
1,732
+8.3%
0.16%
+3.9%
Q3 2023$435,424
-3.8%
1,5990.0%0.15%
-0.6%
Q2 2023$452,454
+12.5%
1,599
-0.9%
0.16%
+9.2%
Q1 2023$402,347
+20.1%
1,613
+2.6%
0.14%
+8.4%
Q4 2022$335,009
-6.0%
1,572
-5.6%
0.13%
-19.1%
Q3 2022$356,227
-13.0%
1,665
-9.3%
0.16%
-9.0%
Q2 2022$409,227
-23.1%
1,836
-0.8%
0.18%
-18.3%
Q1 2022$532,060
-10.4%
1,8500.0%0.22%
-9.2%
Q4 2021$593,6651,8500.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Trust Co of Tennessee 256,175$95,811,39634.28%
Rezny Wealth Management, Inc. 318,706$119,199,23131.88%
GOLDEN ROAD ADVISORS LLC 97,307$37,787,38731.16%
Fee-Only Financial Planning, L.C. 118,864$44,456,13829.93%
Safeguard Financial, LLC 283,568$106,057,13329.49%
Balentine LLC 1,720,031$643,308,76929.24%
Dougherty Wealth Advisers LLC 88,938$33,263,70129.07%
STEVENS CAPITAL PARTNERS 143,528$53,680,78127.70%
Blackston Financial Advisory Group, LLC 155,977$46,287,14325.90%
Mill Creek Capital Advisors, LLC 2,663,497$996,174,63425.36%
View complete list of VANGUARD INDEX FDS shareholders