AllSquare Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,249
+73.3%
56
+69.7%
0.01%
+66.7%
Q2 2023$8,799
+6.9%
330.0%0.01%
+20.0%
Q1 2023$8,232
+17.0%
330.0%0.01%0.0%
Q4 2022$7,033
+0.5%
330.0%0.01%0.0%
Q3 2022$7,0000.0%330.0%0.01%0.0%
Q2 2022$7,000
-22.2%
330.0%0.01%0.0%
Q1 2022$9,000
-47.1%
33
-37.7%
0.01%
-50.0%
Q4 2021$17,000
-19.0%
53
-25.4%
0.01%
-23.1%
Q3 2021$21,000
+5.0%
710.0%0.01%
+8.3%
Q2 2021$20,000
+11.1%
710.0%0.01%
+9.1%
Q1 2021$18,0000.0%710.0%0.01%
-8.3%
Q4 2020$18,000
-21.7%
71
-29.7%
0.01%
-29.4%
Q3 2020$23,000
+15.0%
1010.0%0.02%
+13.3%
Q2 2020$20,000
+25.0%
1010.0%0.02%
+7.1%
Q1 2020$16,000
-11.1%
1010.0%0.01%
+7.7%
Q4 2019$18,000
+5.9%
1010.0%0.01%0.0%
Q3 2019$17,0000.0%1010.0%0.01%0.0%
Q2 2019$17,000
+6.2%
1010.0%0.01%
+8.3%
Q1 2019$16,0001010.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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