AVANTAX ADVISORY SERVICES, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$66,024,586
-1.7%
242,461
+2.1%
0.74%
-3.8%
Q2 2023$67,170,649
+14.0%
237,386
+0.5%
0.77%
+6.4%
Q1 2023$58,946,934
-0.3%
236,317
-14.9%
0.72%
-8.5%
Q4 2022$59,148,986
+9.8%
277,551
+10.2%
0.79%
-4.6%
Q3 2022$53,869,000
+0.0%
251,785
+4.2%
0.83%
+1.8%
Q2 2022$53,850,000
-13.0%
241,598
+12.3%
0.81%
-4.5%
Q1 2022$61,878,000
-2.3%
215,097
+9.0%
0.85%
-11.0%
Q4 2021$63,361,000
+15.1%
197,421
+4.2%
0.96%
+4.0%
Q3 2021$55,032,000
+6.5%
189,486
+5.1%
0.92%
-2.1%
Q2 2021$51,697,000
+17.6%
180,333
+5.5%
0.94%
-0.6%
Q1 2021$43,952,000
-15.8%
170,877
-17.0%
0.94%
-23.9%
Q4 2020$52,181,000
-11.5%
205,925
-20.5%
1.24%
+31.2%
Q3 2020$58,962,000
+103.5%
259,031
+80.6%
0.95%
+13.3%
Q2 2020$28,968,000
+73.5%
143,398
+34.6%
0.84%
+67.7%
Q1 2020$16,701,000
-17.9%
106,523
-4.6%
0.50%
+5.5%
Q4 2019$20,338,000
+30.8%
111,679
+19.5%
0.47%
-25.0%
Q3 2019$15,543,000
+6.8%
93,471
+4.9%
0.63%
-2.0%
Q2 2019$14,557,000
+25.6%
89,094
+20.2%
0.64%
+4.2%
Q1 2019$11,593,000
+29.7%
74,117
+11.4%
0.62%
-59.0%
Q4 2018$8,940,00066,5111.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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