Legacy Financial Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Legacy Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$237,182
-15.3%
871
-22.4%
0.05%
-17.5%
Q1 2023$279,872
-10.8%
1,122
-23.8%
0.06%
-16.2%
Q4 2022$313,911
-4.6%
1,473
-4.1%
0.07%
-13.9%
Q3 2022$329,000
-22.8%
1,536
-19.6%
0.08%
-25.5%
Q2 2022$426,000
+32.7%
1,911
+71.1%
0.11%
+47.2%
Q1 2022$321,000
+58.1%
1,117
+59.8%
0.07%
+44.0%
Q3 2021$203,0006990.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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