YHB Investment Advisors, 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
YHB Investment Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$444,955
-2.0%
1,634
+1.9%
0.04%
-2.4%
Q2 2023$453,868
+15.6%
1,604
+1.9%
0.04%
+7.7%
Q1 2023$392,619
+17.0%
1,5740.0%0.04%
+8.3%
Q4 2022$335,435
+0.4%
1,574
+1.0%
0.04%
-2.7%
Q3 2022$334,000
-3.7%
1,5590.0%0.04%0.0%
Q2 2022$347,000
-22.5%
1,5590.0%0.04%
-7.5%
Q1 2022$448,000
-10.4%
1,5590.0%0.04%0.0%
Q4 2021$500,000
+10.6%
1,5590.0%0.04%
+2.6%
Q3 2021$452,000
+1.1%
1,5590.0%0.04%
+2.6%
Q2 2021$447,000
+3.7%
1,5590.0%0.04%
+2.7%
Q1 2021$431,000
-2.3%
1,559
-10.4%
0.04%
-11.9%
Q4 2020$441,0001,7400.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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