Avestar Capital, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Avestar Capital, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$240,994
-92.0%
885
-93.7%
0.03%
-93.8%
Q4 2022$3,011,457
+748.3%
14,131
+1177.7%
0.54%
+1167.4%
Q4 2021$355,000
-8.5%
1,106
-21.2%
0.04%
-50.6%
Q1 2021$388,000
-88.3%
1,403
-89.3%
0.09%
-90.6%
Q4 2020$3,328,000
-12.7%
13,136
-20.6%
0.92%
-26.5%
Q3 2020$3,812,000
-3.7%
16,554
-15.5%
1.26%
-28.2%
Q2 2020$3,960,000
+1.7%
19,595
-21.1%
1.75%
-17.7%
Q1 2020$3,893,000
+8.0%
24,843
+25.6%
2.13%
+4.5%
Q4 2019$3,603,000
+29.6%
19,780
+18.3%
2.04%
+17.8%
Q3 2019$2,780,000
+6.1%
16,716
+3.3%
1.73%
+4.1%
Q2 2019$2,620,000
+4.4%
16,180
+0.1%
1.66%
+0.7%
Q1 2019$2,509,000
+6.7%
16,171
-8.5%
1.65%
+2.6%
Q4 2018$2,352,000
-56.9%
17,680
-48.1%
1.61%
-49.1%
Q3 2018$5,457,000
+19.0%
34,071
+10.6%
3.16%
+8.8%
Q2 2018$4,586,000
-2.3%
30,798
-7.4%
2.90%
-4.9%
Q1 2018$4,692,000
+29.9%
33,254
+29.9%
3.05%
+13.0%
Q4 2017$3,611,00025,6072.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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