9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$758,792
-3.8%
2,7870.0%0.15%0.0%
Q2 2023$788,468
+13.4%
2,7870.0%0.15%
+5.7%
Q1 2023$695,065
+22.1%
2,787
+4.3%
0.14%
+13.8%
Q4 2022$569,323
-2.7%
2,672
-2.3%
0.12%
-18.0%
Q3 2022$585,000
-9.0%
2,734
-5.2%
0.15%
-9.1%
Q2 2022$643,000
-22.4%
2,8840.0%0.16%
-14.1%
Q1 2022$829,000
-10.4%
2,884
+0.0%
0.19%
-9.4%
Q4 2021$925,000
+12.9%
2,883
+2.2%
0.21%
-3.2%
Q3 2021$819,000
+1.2%
2,8220.0%0.22%
+0.5%
Q2 2021$809,000
+11.6%
2,8220.0%0.22%0.0%
Q1 2021$725,000
+1.4%
2,8220.0%0.22%
-6.4%
Q4 2020$715,000
+14.8%
2,8220.0%0.23%
-0.9%
Q3 2020$623,000
+8.9%
2,822
-0.3%
0.24%
+1.3%
Q2 2020$572,000
+0.5%
2,831
-11.9%
0.23%
-7.2%
Q1 2020$569,000
+66.4%
3,215
+71.1%
0.25%
+100.0%
Q4 2019$342,0001,8790.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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