Orgel Wealth Management, 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
Orgel Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$546,799
-8.1%
2,008
-4.5%
0.02%
-10.0%
Q2 2023$594,782
+2.8%
2,102
-9.4%
0.02%
-4.8%
Q1 2023$578,701
-6.3%
2,320
-19.9%
0.02%
-12.5%
Q4 2022$617,593
-4.8%
2,898
-4.5%
0.02%
-25.0%
Q3 2022$649,000
-7.4%
3,033
-3.6%
0.03%
-20.0%
Q2 2022$701,000
-26.3%
3,146
-4.9%
0.04%
-38.5%
Q1 2022$951,000
-10.5%
3,3080.0%0.06%
-36.9%
Q4 2021$1,062,000
+2.9%
3,308
-7.0%
0.10%
-12.0%
Q3 2021$1,032,000
+1.2%
3,5580.0%0.12%
-8.6%
Q2 2021$1,020,000
+11.5%
3,5580.0%0.13%
-1.5%
Q1 2021$915,000
-11.3%
3,558
-12.7%
0.13%
-38.7%
Q4 2020$1,032,000
+11.3%
4,0740.0%0.21%
-18.1%
Q3 2020$927,000
+12.1%
4,074
-0.4%
0.26%
-17.0%
Q2 2020$827,000
+29.0%
4,0910.0%0.31%
+22.8%
Q1 2020$641,000
-32.7%
4,091
-21.8%
0.25%
-3.1%
Q4 2019$953,000
+1.8%
5,232
-7.0%
0.26%
-25.6%
Q3 2019$936,000
+21.7%
5,628
+19.6%
0.35%
+17.3%
Q2 2019$769,000
-6.1%
4,707
-10.2%
0.30%
+8.3%
Q1 2019$819,000
+18.7%
5,239
+1.9%
0.28%
+33.2%
Q4 2018$690,000
-18.1%
5,139
-1.8%
0.21%
-43.6%
Q3 2018$843,000
+7.5%
5,2320.0%0.37%
+91.2%
Q2 2018$784,000
+5.7%
5,2320.0%0.19%
+4.9%
Q1 2018$742,000
-5.6%
5,232
-6.3%
0.18%
-3.2%
Q4 2017$786,000
+5.9%
5,5860.0%0.19%
-26.6%
Q3 2017$742,0005,5860.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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