Hefty Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2018$118,000
-19.7%
831
-20.4%
0.08%
-16.5%
Q4 2017$147,000
+5.8%
1,044
-0.2%
0.09%
-1.1%
Q3 2017$139,000
-6.7%
1,046
-10.9%
0.09%
-9.8%
Q2 2017$149,000
-8.6%
1,174
-12.9%
0.10%
-14.3%
Q1 2017$163,000
+10.9%
1,348
+1.6%
0.12%
-3.3%
Q4 2016$147,000
+0.7%
1,327
+1.5%
0.12%
+10.8%
Q3 2016$146,000
+4.3%
1,3080.0%0.11%
-4.3%
Q2 2016$140,000
+11.1%
1,308
+10.1%
0.12%
-1.7%
Q1 2016$126,0000.0%1,1880.0%0.12%
-1.7%
Q4 2015$126,0001,1880.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders