EverSource Wealth Advisors, 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
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 Q3 2022
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders