EverSource Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$33,002,489
+17.6%
121,195
+22.2%
3.50%
+13.1%
Q2 2023$28,061,169
+25.7%
99,170
+10.8%
3.09%
+11.4%
Q1 2023$22,318,554
+28.7%
89,474
+10.0%
2.78%
+5.8%
Q4 2022$17,341,811
+111.5%
81,375
+112.3%
2.63%
+39.9%
Q3 2022$8,201,000
+116.2%
38,330
+125.2%
1.88%
+91.9%
Q2 2022$3,794,000
-3.1%
17,019
+25.0%
0.98%
-1.5%
Q1 2022$3,917,000
-1.2%
13,619
+10.2%
0.99%
-10.5%
Q4 2021$3,966,00012,3591.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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