WealthShield Partners, 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
WealthShield Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,333,539
+16.0%
59,981
+20.5%
2.46%
+16.0%
Q2 2023$14,083,542
+22.0%
49,772
+7.6%
2.12%
+14.1%
Q1 2023$11,540,625
+30.7%
46,266
+11.7%
1.86%
+10.1%
Q4 2022$8,827,455
+12.0%
41,422
+12.4%
1.69%
+8.1%
Q3 2022$7,885,000
+13.1%
36,855
+17.8%
1.56%
+13.2%
Q2 2022$6,973,000
+3.2%
31,283
+33.2%
1.38%
+27.7%
Q1 2022$6,755,000
-56.6%
23,489
-51.6%
1.08%
-58.2%
Q4 2021$15,565,000
+390.9%
48,504
+343.7%
2.59%
+205.2%
Q3 2021$3,171,000
-72.5%
10,931
-72.8%
0.85%
-53.0%
Q2 2021$11,529,000
+309.3%
40,197
+266.8%
1.81%
+256.9%
Q1 2021$2,817,000
+39.5%
10,959
+37.5%
0.51%
+35.7%
Q4 2020$2,020,000
+39.5%
7,971
+25.3%
0.37%
-26.4%
Q3 2020$1,448,000
+31.5%
6,360
+16.7%
0.51%0.0%
Q2 2020$1,101,000
+122.9%
5,448
+73.0%
0.51%
+67.9%
Q1 2020$494,000
-15.0%
3,150
-1.2%
0.30%
+6.7%
Q4 2019$581,000
+13.3%
3,187
+3.4%
0.28%
+4.0%
Q3 2019$513,000
+7.1%
3,083
+5.2%
0.27%
-2.2%
Q2 2019$479,000
+25.1%
2,931
+19.8%
0.28%
+29.9%
Q1 2019$383,000
+23.2%
2,447
+5.8%
0.21%
+0.9%
Q4 2018$311,000
+11.1%
2,313
+33.6%
0.21%
+32.5%
Q3 2018$280,000
+18.6%
1,731
+9.9%
0.16%
+11.1%
Q2 2018$236,000
+0.4%
1,575
-4.8%
0.14%
-3.4%
Q1 2018$235,0000.0%1,6550.0%0.15%
+4.2%
Q4 2017$235,0001,6550.14%
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