Edge Wealth Management LLC - 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
Edge Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$10,000
+11.1%
300.0%0.00%0.0%
Q3 2021$9,0000.0%300.0%0.00%0.0%
Q2 2021$9,000
+12.5%
300.0%0.00%0.0%
Q1 2021$8,0000.0%300.0%0.00%0.0%
Q4 2020$8,000
+14.3%
300.0%0.00%0.0%
Q3 2020$7,000
+16.7%
300.0%0.00%
+100.0%
Q2 2020$6,000
+20.0%
300.0%0.00%0.0%
Q1 2020$5,0000.0%300.0%0.00%0.0%
Q4 2019$5,000
-98.7%
30
-99.2%
0.00%
-99.4%
Q1 2016$399,0003,7500.18%
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