Advisor OS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,463,523
+12.9%
9,047
+17.3%
0.37%
+3.4%
Q2 2023$2,182,570
+316.7%
7,713
+267.3%
0.36%
+183.3%
Q1 2023$523,713
+36.5%
2,100
+16.7%
0.13%
+23.5%
Q4 2022$383,652
-87.6%
1,800
-87.6%
0.10%
-89.1%
Q3 2022$3,093,000
+1147.2%
14,458
+1197.8%
0.93%
+1194.4%
Q2 2022$248,000
+0.4%
1,114
-8.8%
0.07%
-51.0%
Q2 2020$247,0001,2220.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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