MERITAGE PORTFOLIO MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,649 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,319
+8.3%
3,526
-0.4%
0.08%
+6.4%
Q1 2024$1,218
+10.3%
3,540
-0.3%
0.08%
+6.8%
Q4 2023$1,104
+13.9%
3,550
-0.2%
0.07%
+1.4%
Q3 2023$969
-4.3%
3,558
-0.6%
0.07%0.0%
Q2 2023$1,013
+5.9%
3,579
-6.7%
0.07%0.0%
Q1 2023$957
-9.4%
3,838
-22.6%
0.07%
-13.3%
Q4 2022$1,056
-99.9%
4,957
-20.5%
0.08%
-25.2%
Q3 2022$1,335,000
-66.1%
6,239
-64.7%
0.11%
-63.7%
Q2 2022$3,941,000
+52.7%
17,683
+97.0%
0.31%
+91.2%
Q1 2022$2,581,000
-10.5%
8,974
-0.2%
0.16%
-2.4%
Q4 2021$2,885,000
+9.9%
8,990
-0.7%
0.16%
+3.8%
Q3 2021$2,626,000
-6.9%
9,051
-8.0%
0.16%
-7.1%
Q2 2021$2,822,000
+10.5%
9,841
-0.9%
0.17%0.0%
Q1 2021$2,553,000
-15.6%
9,931
-16.9%
0.17%
-23.4%
Q4 2020$3,026,000
+28.7%
11,946
+15.6%
0.22%
+5.7%
Q3 2020$2,352,000
+15.9%
10,333
+2.9%
0.21%
+7.7%
Q2 2020$2,030,000
+862.1%
10,044
+646.2%
0.20%
+572.4%
Q1 2020$211,000
-35.7%
1,346
-25.3%
0.03%0.0%
Q4 2019$328,000
-40.6%
1,801
-46.7%
0.03%
-48.2%
Q2 2019$552,000
-97.4%
3,376
-97.9%
0.06%
-97.7%
Q4 2018$21,185,000
+8374.0%
157,711
+10068.3%
2.42%
+10408.7%
Q3 2018$250,000
+19.6%
1,551
+11.1%
0.02%
+15.0%
Q2 2018$209,000
-18.0%
1,396
-22.3%
0.02%
-20.0%
Q1 2018$255,000
-23.7%
1,796
-24.4%
0.02%
-21.9%
Q4 2017$334,000
-38.4%
2,376
-41.8%
0.03%
-39.6%
Q3 2017$542,0004,0830.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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