Morton Capital Management LLC/CA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Morton Capital Management LLC/CA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 2022
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