CARRET ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,417 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
CARRET ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$863,963
+11.8%
2,310
+2.9%
0.10%
+11.0%
Q1 2024$772,729
+11.7%
2,245
+0.9%
0.09%
+3.4%
Q4 2023$691,708
+11.4%
2,225
-2.5%
0.09%
+1.1%
Q3 2023$621,139
-3.8%
2,2810.0%0.09%
+1.2%
Q2 2023$645,432
+12.1%
2,281
-1.3%
0.09%
+7.5%
Q1 2023$576,000
+118908.3%
2,311
+1.8%
0.08%
+19.4%
Q4 2022$484
-99.9%
2,271
-10.0%
0.07%
-17.3%
Q3 2022$540,000
-62.1%
2,523
-60.5%
0.08%
-59.1%
Q2 2022$1,424,000
-23.0%
6,388
-0.6%
0.20%
-6.6%
Q1 2022$1,849,000
-9.1%
6,429
+1.4%
0.21%
-5.8%
Q4 2021$2,034,000
+10.5%
6,339
-0.0%
0.22%
+2.3%
Q3 2021$1,840,000
-0.3%
6,342
-1.4%
0.22%
+1.9%
Q2 2021$1,846,000
+11.7%
6,435
+0.1%
0.22%
+5.4%
Q1 2021$1,652,000
-0.7%
6,428
-2.1%
0.20%
-8.5%
Q4 2020$1,664,000
+132.7%
6,568
+109.1%
0.22%
+107.4%
Q3 2020$715,000
+34.4%
3,141
+19.3%
0.11%
+25.6%
Q2 2020$532,000
+163.4%
2,632
+104.0%
0.09%
+120.5%
Q1 2020$202,0001,2900.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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