Pinnacle Family Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Pinnacle Family Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$794,873
-41.4%
2,919
-39.1%
0.46%
-37.8%
Q2 2023$1,356,510
+152.8%
4,794
+122.9%
0.73%
+123.9%
Q1 2023$536,545
-7.8%
2,151
-21.2%
0.33%
-21.4%
Q4 2022$582,003
-36.0%
2,731
-35.8%
0.42%
-47.2%
Q3 2022$910,000
+261.1%
4,251
+385.3%
0.79%
+488.1%
Q1 2022$252,000
+16.1%
876
+29.6%
0.13%
+36.7%
Q4 2021$217,000
-21.4%
676
-28.8%
0.10%
-20.3%
Q3 2021$276,000
-5.8%
950
-7.0%
0.12%
-3.9%
Q2 2021$293,000
-94.5%
1,022
-97.3%
0.13%
-94.8%
Q4 2017$5,374,000
-11.0%
38,205
-19.6%
2.48%
-26.4%
Q2 2017$6,036,00047,5153.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders