HILLTOP WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
HILLTOP WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$787,294
-13.7%
2,891
-10.4%
0.61%
-9.5%
Q2 2023$912,416
+115.1%
3,225
+89.6%
0.67%
+97.4%
Q1 2023$424,183
+16.1%
1,701
-0.8%
0.34%
+10.0%
Q4 2022$365,386
-0.4%
1,7150.0%0.31%
-17.8%
Q3 2022$367,000
-3.9%
1,7150.0%0.38%
+1.3%
Q2 2022$382,000
-22.7%
1,715
-0.1%
0.37%
-11.6%
Q1 2022$494,000
-10.3%
1,717
-0.1%
0.42%
+9.9%
Q4 2021$551,000
+8.7%
1,718
-1.6%
0.38%
+7.6%
Q3 2021$507,000
+0.4%
1,746
-0.9%
0.36%
-0.3%
Q2 2021$505,000
+11.0%
1,762
-0.6%
0.36%
+2.6%
Q1 2021$455,000
-0.9%
1,772
-2.2%
0.35%
-14.9%
Q4 2020$459,000
+11.4%
1,8110.0%0.41%
-1.9%
Q3 2020$412,000
+8.4%
1,811
-3.6%
0.42%
+0.2%
Q2 2020$380,000
+16.9%
1,879
-9.3%
0.42%
+4.8%
Q1 2020$325,000
-13.8%
2,0720.0%0.40%
+1.5%
Q4 2019$377,0002,0720.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders