Atlas Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Atlas Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$260,606
+28.5%
921
+13.3%
0.14%
+12.3%
Q1 2023$202,795
-13.3%
8130.0%0.12%
-10.3%
Q1 2022$234,000
-10.3%
813
-0.1%
0.14%
-6.2%
Q4 2021$261,000
+10.6%
814
+0.1%
0.14%
+0.7%
Q3 2021$236,000
+1.3%
8130.0%0.14%0.0%
Q2 2021$233,000
+11.5%
8130.0%0.14%
+7.5%
Q1 2021$209,000
-7.9%
813
-9.2%
0.13%
-17.3%
Q4 2020$227,000
+11.3%
8950.0%0.16%
+1.2%
Q3 2020$204,000
+12.7%
8950.0%0.16%
+9.6%
Q2 2020$181,000
+341.5%
895
+240.3%
0.15%
+284.2%
Q1 2020$41,000
-14.6%
2630.0%0.04%
+2.7%
Q4 2019$48,0002630.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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