Shepherd Financial Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$830,272
+4.5%
3,049
+8.5%
0.13%
+5.7%
Q2 2023$794,833
+43.9%
2,809
+26.9%
0.12%
+33.7%
Q1 2023$552,260
-27.5%
2,214
-38.1%
0.09%
-33.3%
Q4 2022$762,128
-0.4%
3,576
+0.1%
0.14%
-7.4%
Q3 2022$765,000
-18.0%
3,574
-14.6%
0.15%
-18.1%
Q2 2022$933,000
-11.0%
4,187
+15.0%
0.18%
-2.7%
Q1 2022$1,048,000
-20.2%
3,642
-11.0%
0.19%
-18.0%
Q4 2021$1,313,000
+18.6%
4,090
+7.3%
0.23%
+6.5%
Q3 2021$1,107,000
+0.7%
3,811
-0.5%
0.21%
+2.4%
Q2 2021$1,099,000
+11.7%
3,831
+0.0%
0.21%
-4.1%
Q1 2021$984,000
+6.4%
3,830
+5.0%
0.22%
+3.3%
Q4 2020$925,000
+14.2%
3,649
+2.5%
0.21%
+10.5%
Q3 2020$810,000
+12.7%
3,559
+0.0%
0.19%
-2.1%
Q2 2020$719,000
+5.4%
3,558
-18.3%
0.20%
-17.4%
Q1 2020$682,000
+214.3%
4,354
+265.0%
0.24%
+372.0%
Q4 2019$217,0000.0%1,193
-8.6%
0.05%
-7.4%
Q3 2019$217,000
-0.5%
1,305
-2.2%
0.05%
+31.7%
Q2 2019$218,000
+4.8%
1,335
+0.2%
0.04%
+2.5%
Q1 2019$208,000
+0.5%
1,332
-3.4%
0.04%
-14.9%
Q3 2018$207,0000.0%1,3790.0%0.05%0.0%
Q2 2018$207,0001,3790.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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