Golden State Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$393,000
-9.4%
1,368
+1.3%
0.08%
+2.7%
Q4 2021$434,000
+9.3%
1,351
-1.3%
0.08%
-12.8%
Q3 2021$397,000
+55.7%
1,369
+53.8%
0.09%
+53.6%
Q2 2021$255,000
+96.2%
890
+7.1%
0.06%
-1.8%
Q1 2020$130,000
-55.8%
831
-53.0%
0.06%
-41.2%
Q3 2019$294,000
+70.9%
1,767
+67.2%
0.10%
+76.4%
Q2 2019$172,000
+4.2%
1,0570.0%0.06%0.0%
Q1 2019$165,0001,0570.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders