MPS Loria Financial Planners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
MPS Loria Financial Planners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$338,754
-5.4%
1,244
-1.7%
0.13%
-1.5%
Q2 2023$357,945
+0.2%
1,265
-11.7%
0.14%
-6.2%
Q1 2023$357,199
+14.8%
1,432
-1.9%
0.14%
+4.3%
Q4 2022$311,141
-0.3%
1,4600.0%0.14%
+14.0%
Q3 2022$312,000
-6.6%
1,460
-2.7%
0.12%
-19.9%
Q2 2022$334,000
-19.5%
1,501
+3.9%
0.15%
-13.2%
Q1 2022$415,000
-9.8%
1,444
+0.7%
0.17%
-7.4%
Q4 2021$460,000
+10.0%
1,434
-0.5%
0.19%
-1.6%
Q3 2021$418,000
+0.5%
1,441
-0.7%
0.19%
-0.5%
Q2 2021$416,000
+11.8%
1,4510.0%0.19%
+11.0%
Q1 2021$372,000
-12.5%
1,451
-14.6%
0.17%
-9.4%
Q4 2020$425,000
+28.4%
1,700
+16.9%
0.19%
+11.7%
Q3 2020$331,000
-7.8%
1,454
-18.2%
0.17%
-10.9%
Q2 2020$359,000
+12.9%
1,778
-12.5%
0.19%
-21.3%
Q1 2020$318,000
-14.1%
2,0330.0%0.24%
+11.9%
Q4 2019$370,000
+9.5%
2,0330.0%0.22%
-0.9%
Q3 2019$338,000
+1.8%
2,0330.0%0.22%
+3.8%
Q2 2019$332,000
+46.9%
2,033
+40.6%
0.21%
+41.3%
Q1 2019$226,000
+5.1%
1,446
-9.8%
0.15%
-2.6%
Q4 2018$215,000
-19.2%
1,603
-2.9%
0.15%
-7.2%
Q3 2018$266,000
+7.7%
1,651
+0.1%
0.17%
-33.3%
Q2 2018$247,000
+5.6%
1,6500.0%0.25%
+50.9%
Q1 2018$234,000
+0.9%
1,650
+0.1%
0.16%
+4.4%
Q4 2017$232,000
+5.9%
1,649
+0.1%
0.16%
+0.6%
Q3 2017$219,000
+2.3%
1,647
+0.1%
0.16%
+9.8%
Q2 2017$214,0001,6450.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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