Lehman & Derafelo Financial Resources LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$81,000
-3.6%
3790.0%0.03%0.0%
Q2 2022$84,000
-23.6%
3790.0%0.03%
-27.8%
Q3 2021$110,000
+0.9%
3790.0%0.04%
+20.0%
Q2 2021$109,000
+12.4%
3790.0%0.03%
+11.1%
Q1 2021$97,000
+1.0%
3790.0%0.03%
-6.9%
Q4 2020$96,000
+11.6%
3790.0%0.03%
+7.4%
Q3 2020$86,000
+11.7%
3790.0%0.03%0.0%
Q2 2020$77,000
+30.5%
3790.0%0.03%
+8.0%
Q1 2020$59,000
+51.3%
379
+76.3%
0.02%
+78.6%
Q4 2019$39,0002150.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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