Edge Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 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 2021
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders