WESPAC Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,054,851
+53.1%
7,546
+59.1%
1.54%
+43.0%
Q2 2023$1,341,796
+188.0%
4,742
+153.9%
1.08%
+145.4%
Q1 2023$465,954
-37.5%
1,868
-46.6%
0.44%
-66.1%
Q4 2022$745,537
-15.8%
3,498
-15.4%
1.29%
+8.3%
Q3 2022$885,000
-12.3%
4,137
-8.6%
1.19%
+55.0%
Q2 2022$1,009,000
+11.5%
4,528
+43.8%
0.77%
-21.5%
Q1 2022$905,000
-21.9%
3,148
-12.8%
0.98%
+26.2%
Q4 2021$1,159,000
+22.1%
3,611
+10.4%
0.78%
+32.6%
Q3 2021$949,000
+11.6%
3,271
-1.1%
0.58%
-7.9%
Q1 2021$850,000
+23.7%
3,308
+21.9%
0.64%
+19.8%
Q4 2020$687,000
+17.2%
2,713
+5.4%
0.53%
-27.0%
Q3 2020$586,000
+19.1%
2,575
+5.7%
0.73%
+30.1%
Q2 2020$492,000
+8.6%
2,435
-15.8%
0.56%
-48.7%
Q1 2020$453,000
+20.8%
2,893
+40.5%
1.09%
+196.2%
Q4 2019$375,000
+8.4%
2,059
-1.1%
0.37%
+6.4%
Q3 2019$346,000
-25.1%
2,082
-26.3%
0.34%0.0%
Q2 2019$462,000
+7.7%
2,825
+3.1%
0.34%
+16.6%
Q1 2019$429,000
+16.6%
2,7400.0%0.30%
-17.1%
Q4 2018$368,000
-16.6%
2,7400.0%0.36%
+38.9%
Q3 2018$441,000
+0.7%
2,740
-6.2%
0.26%
-43.1%
Q2 2018$438,000
-32.7%
2,922
-36.3%
0.45%
+13.9%
Q1 2018$651,000
+38.8%
4,590
+37.6%
0.40%
-8.7%
Q4 2017$469,000
-23.0%
3,336
-27.3%
0.44%
+8.2%
Q3 2017$609,000
+29.3%
4,590
+23.9%
0.40%
+24.8%
Q2 2017$471,000
+44.5%
3,705
+38.2%
0.32%
-14.4%
Q1 2017$326,000
+9.0%
2,6800.0%0.38%
+11.9%
Q4 2016$299,000
-0.7%
2,6800.0%0.34%
-1.2%
Q3 2016$301,000
+4.9%
2,6800.0%0.34%
+14.5%
Q2 2016$287,000
-18.5%
2,680
-20.4%
0.30%
+20.2%
Q4 2014$352,0003,3670.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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