YorkBridge Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 917 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$1,445,285
+16.7%
6,782
+17.2%
0.37%
+15.0%
Q3 2022$1,238,000
+4.9%
5,788
+9.4%
0.32%
+3.2%
Q2 2022$1,180,000
+231.5%
5,292
+327.1%
0.31%
+296.2%
Q1 2022$356,000
-8.0%
1,239
+2.7%
0.08%
-10.3%
Q4 2021$387,000
+10.6%
1,206
+0.1%
0.09%
-1.1%
Q3 2021$350,000
+1742.1%
1,205
+947.8%
0.09%
+1000.0%
Q2 2019$19,000
+5.6%
1150.0%0.01%0.0%
Q1 2019$18,0000.0%115
-15.4%
0.01%
-20.0%
Q4 2018$18,000
-5.3%
136
+18.3%
0.01%
+11.1%
Q3 2018$19,000
+11.8%
1150.0%0.01%
+28.6%
Q2 2018$17,000
+6.2%
1150.0%0.01%0.0%
Q1 2018$16,0000.0%1150.0%0.01%
-12.5%
Q4 2017$16,000
+6.7%
1150.0%0.01%0.0%
Q3 2017$15,0000.0%1150.0%0.01%0.0%
Q2 2017$15,000
+7.1%
1150.0%0.01%
+14.3%
Q1 2017$14,000
+7.7%
1150.0%0.01%
-12.5%
Q4 2016$13,0001150.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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