CARRET ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
CARRET ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q2 2022
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders