Avantax Planning Partners, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$474,909
-34.1%
1,744
-31.5%
0.02%
-31.0%
Q2 2023$720,416
-48.4%
2,546
-54.5%
0.03%
-49.1%
Q1 2023$1,396,864
+10.9%
5,600
-5.2%
0.06%
+14.0%
Q4 2022$1,259,267
+9.9%
5,909
+10.3%
0.05%
-3.8%
Q3 2022$1,146,000
-0.7%
5,356
+3.5%
0.05%
+6.1%
Q2 2022$1,154,000
-25.5%
5,177
-3.9%
0.05%
-21.0%
Q1 2022$1,550,000
-10.8%
5,388
-0.5%
0.06%
-12.7%
Q4 2021$1,738,000
+11.6%
5,417
+0.9%
0.07%
-1.4%
Q3 2021$1,558,000
-1.1%
5,369
-2.3%
0.07%
-2.7%
Q2 2021$1,576,000
+11.6%
5,4950.0%0.07%
+1.4%
Q1 2021$1,412,000
-4.4%
5,495
-5.7%
0.07%
-3.9%
Q4 2020$1,477,000
-30.0%
5,830
-37.1%
0.08%
-31.5%
Q3 2020$2,109,000
+7.7%
9,267
-4.4%
0.11%0.0%
Q2 2020$1,958,000
+98.0%
9,690
+53.6%
0.11%
+60.9%
Q1 2020$989,000
-13.1%
6,309
+1.0%
0.07%
+3.0%
Q4 2019$1,138,000
+9.5%
6,2460.0%0.07%
+4.7%
Q3 2019$1,039,000
+6.8%
6,246
+6.4%
0.06%
+1.6%
Q2 2019$973,000
+5.3%
5,868
-0.7%
0.06%
-1.6%
Q1 2019$924,000
+15.8%
5,910
-0.6%
0.06%
+6.7%
Q4 2018$798,000
-18.2%
5,944
-1.8%
0.06%
-23.1%
Q3 2018$975,000
+4.5%
6,052
-2.9%
0.08%
-6.0%
Q2 2018$933,000
+2.3%
6,230
-3.1%
0.08%
+6.4%
Q1 2018$912,000
+4.6%
6,426
+3.6%
0.08%
-2.5%
Q4 2017$872,000
-39.7%
6,203
-43.1%
0.08%
-29.8%
Q3 2017$1,447,000
+9.4%
10,900
+4.7%
0.11%
+2.7%
Q2 2017$1,323,000
+3.4%
10,415
-0.9%
0.11%
-2.6%
Q1 2017$1,279,000
+11.9%
10,514
+2.5%
0.11%
-6.6%
Q4 2016$1,143,00010,2540.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders