Sound Income Strategies, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$96,404
-44.4%
354
-42.3%
0.01%
-55.6%
Q2 2023$173,454
+94.2%
613
+71.2%
0.02%
+80.0%
Q1 2023$89,300
+38.3%
358
+18.2%
0.01%
+25.0%
Q4 2022$64,572
+17.4%
303
+17.0%
0.01%0.0%
Q3 2022$55,000
+14.6%
259
+20.5%
0.01%
+33.3%
Q2 2022$48,000
-21.3%
215
+1.4%
0.01%
-14.3%
Q1 2022$61,000
+369.2%
212
+404.8%
0.01%
+250.0%
Q4 2021$13,000
+8.3%
420.0%0.00%0.0%
Q3 2021$12,0000.0%420.0%0.00%0.0%
Q2 2021$12,000
-99.9%
42
+7.7%
0.00%0.0%
Q1 2021$10,025,000
+111288.9%
39
+14.7%
0.00%0.0%
Q4 2020$9,000
+12.5%
340.0%0.00%0.0%
Q3 2020$8,000
+14.3%
340.0%0.00%0.0%
Q2 2020$7,000
+40.0%
340.0%0.00%0.0%
Q1 2020$5,000
-58.3%
34
-50.0%
0.00%0.0%
Q4 2019$12,000
+100.0%
68
+100.0%
0.00%0.0%
Q3 2019$6,0000.0%340.0%0.00%0.0%
Q2 2019$6,000
-25.0%
34
-33.3%
0.00%
-50.0%
Q1 2019$8,000
-74.2%
51
-78.1%
0.00%
-75.0%
Q4 2018$31,000
-18.4%
233
-2.5%
0.02%
-15.8%
Q3 2018$38,000
+8.6%
239
+2.6%
0.02%
-5.0%
Q2 2018$35,000
+6.1%
2330.0%0.02%
-9.1%
Q1 2018$33,0000.0%2330.0%0.02%0.0%
Q4 2017$33,0002330.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders