BDO Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$3,965,559
+245.8%
14,015
+204.8%
0.46%
+222.7%
Q1 2023$1,146,895
+318.0%
4,598
+257.3%
0.14%
+314.7%
Q4 2022$274,363
-0.2%
1,287
+0.1%
0.03%
-8.1%
Q3 2022$275,000
-1.1%
1,286
+3.2%
0.04%
+8.8%
Q2 2022$278,000
-22.3%
1,2460.0%0.03%
-10.5%
Q1 2022$358,000
-11.8%
1,246
-1.5%
0.04%
-11.6%
Q4 2021$406,000
+12.2%
1,265
+1.3%
0.04%
+7.5%
Q3 2021$362,000
+1.1%
1,249
+0.1%
0.04%0.0%
Q2 2021$358,000
+11.9%
1,248
+0.2%
0.04%
+5.3%
Q1 2021$320,000
+1.6%
1,246
+0.1%
0.04%
-13.6%
Q4 2020$315,000
+10.9%
1,245
-0.2%
0.04%
-4.3%
Q3 2020$284,000
-9.6%
1,248
-19.7%
0.05%
-16.4%
Q2 2020$314,000
+6.8%
1,554
-17.2%
0.06%
-6.8%
Q1 2020$294,000
-3.0%
1,876
+12.7%
0.06%
-24.4%
Q4 2019$303,000
+18.8%
1,665
+8.8%
0.08%
+20.0%
Q3 2019$255,000
+2.4%
1,531
+0.4%
0.06%
-4.4%
Q2 2019$249,000
+0.4%
1,525
-3.9%
0.07%
-5.6%
Q1 2019$248,000
+25.3%
1,587
+7.7%
0.07%
+5.9%
Q4 2018$198,000
-17.8%
1,474
-1.3%
0.07%
-12.8%
Q3 2018$241,000
+4.8%
1,494
-2.7%
0.08%0.0%
Q2 2018$230,000
+5.5%
1,536
-0.3%
0.08%
-4.9%
Q1 2018$218,000
+8.5%
1,540
-2.8%
0.08%
-6.8%
Q2 2017$201,0001,5840.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders