Valmark Advisers, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

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 Q4 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