Valmark Advisers, 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
Valmark Advisers, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,832,093
-3.6%
6,728
+0.2%
0.04%
-2.6%
Q2 2023$1,899,758
+37.1%
6,714
+20.9%
0.04%
+30.0%
Q1 2023$1,385,589
+19.5%
5,555
+2.1%
0.03%
+11.1%
Q4 2022$1,159,280
-12.6%
5,440
-12.3%
0.03%0.0%
Q3 2022$1,327,000
-4.0%
6,204
+0.1%
0.03%0.0%
Q2 2022$1,382,000
-19.7%
6,200
+3.6%
0.03%
-10.0%
Q1 2022$1,722,000
-2.2%
5,986
+9.1%
0.03%0.0%
Q4 2021$1,761,000
+30.4%
5,488
+18.0%
0.03%
+20.0%
Q3 2021$1,350,000
+1.2%
4,651
+0.0%
0.02%
+4.2%
Q2 2021$1,334,000
+3.8%
4,650
-7.0%
0.02%
-4.0%
Q1 2021$1,285,000
+9.9%
5,001
+8.4%
0.02%
+4.2%
Q4 2020$1,169,000
+7.1%
4,613
-3.8%
0.02%
-4.0%
Q3 2020$1,091,000
+26.1%
4,793
+12.0%
0.02%
+25.0%
Q2 2020$865,000
+27.2%
4,280
-1.4%
0.02%
+11.1%
Q1 2020$680,000
+142.9%
4,342
+182.5%
0.02%
+200.0%
Q4 2019$280,000
+8.5%
1,537
-0.8%
0.01%0.0%
Q3 2019$258,0001,5500.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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