WBH ADVISORY INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$776,980
+2.6%
2,853
+6.6%
0.10%
+5.6%
Q2 2023$757,435
+40.9%
2,677
+24.2%
0.09%
+34.3%
Q1 2023$537,623
+71.2%
2,155
+47.0%
0.07%
+48.9%
Q3 2022$314,000
-7.1%
1,4660.0%0.04%0.0%
Q2 2022$338,000
-19.9%
1,466
-8.9%
0.04%
-13.5%
Q1 2022$422,000
-44.7%
1,609
-32.3%
0.05%
-40.2%
Q4 2021$763,000
+24.5%
2,377
+12.5%
0.09%
+6.1%
Q3 2021$613,000
-3.2%
2,1130.0%0.08%
-11.8%
Q2 2021$633,000
+25.3%
2,113
+7.6%
0.09%
+13.4%
Q1 2021$505,0000.0%1,963
+0.6%
0.08%
-5.7%
Q4 2020$505,000
+31.9%
1,952
+15.9%
0.09%
+13.0%
Q3 2020$383,000
+20.8%
1,684
+7.3%
0.08%0.0%
Q2 2020$317,000
+29.4%
1,569
+0.1%
0.08%
+35.1%
Q1 2020$245,000
-14.0%
1,567
+0.2%
0.06%
-1.7%
Q4 2019$285,0001,5640.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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