Mount Yale Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$384,222
+11.4%
1,411
+15.8%
0.04%
+13.5%
Q2 2023$344,883
+24.6%
1,219
+9.8%
0.04%
+19.4%
Q1 2023$276,803
-3.2%
1,110
-17.3%
0.03%
-3.1%
Q4 2022$285,892
-3.7%
1,342
-3.2%
0.03%
-17.9%
Q3 2022$297,000
-13.4%
1,387
-9.8%
0.04%
-9.3%
Q2 2022$343,000
-30.6%
1,537
-10.5%
0.04%
-20.4%
Q1 2022$494,000
-15.8%
1,718
-6.1%
0.05%
-11.5%
Q4 2021$587,000
+26.8%
1,830
+14.7%
0.06%
+15.1%
Q3 2021$463,000
-5.1%
1,596
-6.1%
0.05%
-10.2%
Q2 2021$488,000
+11.7%
1,7000.0%0.06%
+3.5%
Q1 2021$437,0001,7000.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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