TRANSCEND CAPITAL ADVISORS, 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
TRANSCEND CAPITAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,779,052
-7.9%
10,205
-4.3%
0.27%
-5.9%
Q2 2023$3,015,872
+4.2%
10,658
-8.1%
0.29%
-4.6%
Q1 2023$2,893,258
+21.1%
11,599
+3.4%
0.30%
+16.2%
Q4 2022$2,389,618
-15.4%
11,213
-15.1%
0.26%
-16.9%
Q3 2022$2,826,000
-4.0%
13,211
+0.0%
0.31%
+2.3%
Q2 2022$2,944,000
-25.9%
13,207
-4.4%
0.31%
-13.8%
Q1 2022$3,974,000
-11.5%
13,817
-1.3%
0.36%
-10.6%
Q4 2021$4,491,000
+7.0%
13,995
+3.1%
0.40%
+5.6%
Q3 2021$4,198,000
+8.8%
13,569
+0.8%
0.38%
-32.3%
Q2 2021$3,858,000
+51.2%
13,456
+35.5%
0.56%
+80.8%
Q1 2021$2,552,000
+5.1%
9,928
+3.5%
0.31%
-3.8%
Q4 2020$2,429,000
+21.1%
9,589
+8.8%
0.32%
-12.6%
Q3 2020$2,005,000
+3.2%
8,810
-28.9%
0.36%
-37.4%
Q1 2020$1,943,000
+242.7%
12,399
+298.7%
0.58%
+281.0%
Q4 2019$567,0003,1100.15%
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