Avondale Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Avondale Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$36,217
-38.8%
133
-36.4%
0.03%
-36.0%
Q2 2023$59,139
+13.4%
2090.0%0.05%
+11.1%
Q1 2023$52,133
+17.0%
2090.0%0.04%
+15.4%
Q4 2022$44,540
-1.0%
2090.0%0.04%
-20.4%
Q3 2022$45,000
-4.3%
2090.0%0.05%
-10.9%
Q2 2022$47,000
-21.7%
2090.0%0.06%
-21.4%
Q1 2022$60,000
+42.9%
209
+58.3%
0.07%
+62.8%
Q4 2021$42,000
+10.5%
1320.0%0.04%
+16.2%
Q3 2021$38,0000.0%1320.0%0.04%
+2.8%
Q2 2021$38,000
+11.8%
1320.0%0.04%
+9.1%
Q1 2021$34,000
+3.0%
1320.0%0.03%
-13.2%
Q4 2020$33,000
+10.0%
1320.0%0.04%
-15.6%
Q3 2020$30,000
+11.1%
1320.0%0.04%
+18.4%
Q2 2020$27,000
+28.6%
1320.0%0.04%
+15.2%
Q1 2020$21,000
-12.5%
1320.0%0.03%
-5.7%
Q4 2019$24,000
+9.1%
1320.0%0.04%
-2.8%
Q3 2019$22,0001320.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders