PYA Waltman Capital, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
PYA Waltman Capital, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$36,000
-5.3%
1700.0%0.02%0.0%
Q2 2022$38,000
-56.3%
170
-44.1%
0.02%
-51.2%
Q1 2022$87,000
-11.2%
3040.0%0.04%
-15.7%
Q4 2021$98,000
+25.6%
3040.0%0.05%
+15.9%
Q1 2021$78,000
+1.3%
3040.0%0.04%
-4.3%
Q4 2020$77,000
+11.6%
3040.0%0.05%
-6.1%
Q3 2020$69,0003040.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders