Sowell Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,291,000
+17.0%
56,152
+21.6%
0.96%
+31.7%
Q2 2023$13,070,000
+1686351.6%
46,190
+1387.6%
0.73%
+1115.0%
Q1 2023$775
-76.9%
3,105
-80.3%
0.06%
-72.5%
Q4 2022$3,360
-99.9%
15,767
+35.5%
0.22%
+1.9%
Q4 2021$3,733,000
+21.8%
11,633
+10.1%
0.21%
+3.4%
Q3 2021$3,066,000
-20.7%
10,566
-26.5%
0.21%
+54.5%
Q1 2021$3,864,000
+63.7%
14,374
+54.3%
0.13%
+32.7%
Q4 2020$2,360,000
+7.4%
9,316
-3.5%
0.10%
-8.2%
Q3 2020$2,197,000
-63.5%
9,654
-67.5%
0.11%
-66.7%
Q2 2020$6,011,000
+60.3%
29,746
+24.2%
0.33%
+18.7%
Q1 2020$3,751,000
+158.2%
23,942
+200.2%
0.28%
+150.5%
Q4 2019$1,453,000
+43.7%
7,976
+31.1%
0.11%
+32.1%
Q3 2019$1,011,000
+67.9%
6,082
+58.1%
0.08%
+25.4%
Q1 2019$602,000
+40.3%
3,848
+20.6%
0.07%
+9.8%
Q4 2018$429,000
+8.3%
3,192
+25.3%
0.06%
-27.4%
Q2 2018$396,000
+16.8%
2,547
+7.1%
0.08%
-1.2%
Q1 2018$339,0002,3780.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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