HOWARD WEALTH MANAGEMENT, 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
HOWARD WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,541,470
-2.9%
35,039
+0.9%
8.80%
+3.2%
Q2 2023$9,826,352
+11.9%
34,727
-1.4%
8.52%
+16.4%
Q1 2023$8,783,531
+17.0%
35,213
-0.0%
7.32%
+18.9%
Q4 2022$7,505,947
+2.3%
35,221
+2.7%
6.16%
+18.5%
Q3 2022$7,338,000
-3.3%
34,299
+0.7%
5.20%
-35.4%
Q2 2022$7,592,000
-23.3%
34,066
-1.1%
8.04%
+49.1%
Q1 2022$9,902,000
-9.1%
34,433
+1.5%
5.39%
-6.1%
Q4 2021$10,888,000
+17.6%
33,932
+6.3%
5.74%
+11.0%
Q3 2021$9,261,000
-0.6%
31,919
-1.7%
5.18%
+1.0%
Q2 2021$9,315,000
+13.9%
32,481
+2.0%
5.12%
+7.2%
Q1 2021$8,181,000
+4.0%
31,829
+2.5%
4.78%
-2.5%
Q4 2020$7,863,000
+8.7%
31,041
-2.3%
4.90%
-4.9%
Q3 2020$7,231,000
+4.6%
31,770
-7.1%
5.16%
-8.7%
Q2 2020$6,913,000
+31.2%
34,210
+1.7%
5.64%
+2.0%
Q1 2020$5,269,000
-12.6%
33,632
+1.6%
5.54%
+9.9%
Q4 2019$6,032,00033,1125.04%
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