BARRETT & COMPANY, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 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
BARRETT & COMPANY, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,812,242
-4.1%
14,000
-0.4%
2.24%
-2.6%
Q2 2023$3,976,479
+10.6%
14,053
-2.5%
2.31%
+1.2%
Q1 2023$3,595,817
+22.9%
14,416
+5.0%
2.28%
+17.8%
Q4 2022$2,925,9420.0%13,7300.0%1.93%0.0%
Q3 2022$2,925,94213,7301.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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