Avion Wealth - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Avion Wealth ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,743
+8200.0%
6,402
+8214.3%
0.50%
+8200.0%
Q2 2023$21
+250.0%
77
+156.7%
0.01%
+200.0%
Q1 2023$6
+50.0%
30
+42.9%
0.00%
+100.0%
Q4 2022$4
-99.9%
210.0%0.00%0.0%
Q3 2022$4,000
-20.0%
210.0%0.00%
-50.0%
Q2 2022$5,000
-16.7%
210.0%0.00%0.0%
Q1 2022$6,000
-14.3%
210.0%0.00%0.0%
Q4 2021$7,000
+16.7%
210.0%0.00%0.0%
Q3 2021$6,0000.0%210.0%0.00%0.0%
Q2 2021$6,000
+20.0%
210.0%0.00%0.0%
Q1 2021$5,0000.0%210.0%0.00%0.0%
Q4 2020$5,0000.0%210.0%0.00%0.0%
Q3 2020$5,000
+25.0%
210.0%0.00%
+100.0%
Q2 2020$4,000
+33.3%
210.0%0.00%0.0%
Q1 2020$3,000210.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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