Financial Perspectives, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.

Quarter-by-quarter ownership
Financial Perspectives, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$490,865
+9.4%
1,312
+0.7%
0.18%
+6.5%
Q1 2024$448,643
+11.5%
1,303
+0.6%
0.17%
+4.3%
Q4 2023$402,545
+14.2%
1,295
+0.1%
0.16%
+1.2%
Q3 2023$352,386
-4.8%
1,294
-1.1%
0.16%
-1.2%
Q2 2023$370,249
+13.5%
1,3080.0%0.16%
+4.5%
Q1 2023$326,232
+17.1%
1,308
+0.1%
0.16%
+9.1%
Q4 2022$278,558
+30.4%
1,307
+31.0%
0.14%
+19.2%
Q3 2022$213,570
-3.7%
998
+0.3%
0.12%
-4.0%
Q2 2022$221,866
-22.1%
995
+0.4%
0.12%
-6.0%
Q1 2022$284,964
-10.3%
991
+0.1%
0.13%
-11.3%
Q4 2021$317,817
+11.6%
990
+0.8%
0.15%
+4.2%
Q3 2021$284,886
+18.8%
982
+17.5%
0.14%
+23.1%
Q2 2021$239,871
+31545.3%
836
-99.6%
0.12%
+207.9%
Q1 2021$758
-99.6%
194,785
+25631.2%
0.04%
-65.1%
Q4 2020$191,823
+145.9%
757
+120.7%
0.11%
+113.7%
Q3 2020$77,994
+12.6%
3430.0%0.05%
+2.0%
Q2 2020$69,249
+29.0%
3430.0%0.05%
+16.3%
Q1 2020$53,692
-14.0%
3430.0%0.04%0.0%
Q4 2019$62,4233430.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders