HM PAYSON & CO - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$189,801
-25.7%
697
-22.8%
0.00%
-33.3%
Q2 2023$255,513
-56.7%
903
-61.9%
0.01%
-57.1%
Q1 2023$590,425
+17.0%
2,3670.0%0.01%
+7.7%
Q4 2022$504,431
-6.4%
2,367
-6.1%
0.01%
-13.3%
Q3 2022$539,000
-5.9%
2,520
-1.9%
0.02%0.0%
Q2 2022$573,000
-19.1%
2,570
+4.3%
0.02%
-6.2%
Q1 2022$708,000
+90.3%
2,463
+112.5%
0.02%
+100.0%
Q4 2021$372,000
+6.9%
1,159
-3.5%
0.01%0.0%
Q3 2021$348,000
+1.2%
1,2010.0%0.01%0.0%
Q2 2021$344,000
+11.3%
1,2010.0%0.01%0.0%
Q1 2021$309,000
+1.6%
1,2010.0%0.01%0.0%
Q4 2020$304,000
-8.4%
1,201
-17.7%
0.01%
-20.0%
Q3 2020$332,000
+12.5%
1,4600.0%0.01%0.0%
Q2 2020$295,000
+28.8%
1,4600.0%0.01%
+11.1%
Q1 2020$229,000
-32.2%
1,460
-21.3%
0.01%
-18.2%
Q4 2019$338,000
+39.1%
1,854
+27.0%
0.01%
+22.2%
Q3 2019$243,000
+1.7%
1,4600.0%0.01%0.0%
Q2 2019$239,000
-29.3%
1,460
-30.5%
0.01%
-40.0%
Q3 2018$338,000
-33.3%
2,100
-37.9%
0.02%
-31.8%
Q2 2018$507,000
+18.2%
3,381
+12.0%
0.02%
+22.2%
Q1 2018$429,000
+15.9%
3,020
+14.7%
0.02%
+20.0%
Q4 2017$370,000
+24.6%
2,634
+17.9%
0.02%
+15.4%
Q3 2017$297,0000.0%2,234
-4.2%
0.01%0.0%
Q2 2017$297,000
+4.6%
2,3330.0%0.01%0.0%
Q1 2017$284,0002,3330.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders