Edge Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

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 Q4 2020
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