Bison Wealth, LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$201,765
+2782.4%
713
+2276.7%
0.04%
+825.0%
Q2 2022$7,000
-50.0%
30
-38.8%
0.00%
-42.9%
Q1 2022$14,000
-12.5%
490.0%0.01%
-22.2%
Q4 2021$16,000
-11.1%
49
-19.7%
0.01%
+12.5%
Q3 2021$18,000
+5.9%
610.0%0.01%
+14.3%
Q2 2021$17,000
+6.2%
610.0%0.01%0.0%
Q1 2021$16,000
+6.7%
610.0%0.01%0.0%
Q4 2020$15,000
+36.4%
61
+24.5%
0.01%
+16.7%
Q3 2020$11,000
+10.0%
490.0%0.01%0.0%
Q2 2020$10,000
-95.5%
49
-96.5%
0.01%
-96.3%
Q1 2020$222,000
-37.6%
1,419
-27.4%
0.16%
-5.3%
Q4 2019$356,000
-24.7%
1,954
-31.3%
0.17%
-35.4%
Q3 2019$473,000
+1.7%
2,8440.0%0.26%
-3.0%
Q2 2019$465,000
+4.5%
2,8440.0%0.27%
-0.7%
Q1 2019$445,000
+63.0%
2,844
+39.7%
0.27%
+37.9%
Q4 2018$273,000
-16.8%
2,0360.0%0.20%
-7.9%
Q3 2018$328,000
+22.4%
2,036
+13.7%
0.22%
+7.5%
Q2 2018$268,0001,7910.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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