Advisor OS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

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 Q1 2023
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders