Smith Salley Wealth Management - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

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Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,831,346
-3.8%
6,7250.0%0.14%
-2.9%
Q2 2023$1,902,970
+9.2%
6,725
-3.7%
0.14%
+0.7%
Q1 2023$1,742,309
+18.3%
6,985
+1.0%
0.14%
+10.3%
Q4 2022$1,473,204
-1.1%
6,913
-0.7%
0.13%
-9.4%
Q3 2022$1,489,000
-4.0%
6,9590.0%0.14%
+3.7%
Q2 2022$1,551,000
-22.8%
6,959
-0.3%
0.13%
-11.8%
Q1 2022$2,008,000
-8.0%
6,982
+2.7%
0.15%
-1.9%
Q4 2021$2,182,000
+14.2%
6,800
+3.3%
0.16%
+3.3%
Q3 2021$1,911,000
+3.5%
6,585
+2.3%
0.15%
+0.7%
Q2 2021$1,846,000
+11.6%
6,4350.0%0.15%
+0.7%
Q1 2021$1,654,000
-0.1%
6,435
-1.5%
0.15%
-11.9%
Q4 2020$1,655,000
+183.9%
6,531
+155.1%
0.17%
+140.0%
Q3 2020$583,000
+8.6%
2,560
-3.6%
0.07%
-2.8%
Q2 2020$537,000
+29.1%
2,6550.0%0.07%
+4.3%
Q1 2020$416,000
-14.0%
2,6550.0%0.07%
+7.8%
Q4 2019$484,000
+4.1%
2,655
-5.0%
0.06%
-3.0%
Q3 2019$465,000
+15.4%
2,794
+13.4%
0.07%
+8.2%
Q2 2019$403,000–2,464–0.06%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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