TOBIAS FINANCIAL ADVISORS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
TOBIAS FINANCIAL ADVISORS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,910,719
-4.2%
76,790
-0.5%
5.49%
-6.8%
Q2 2023$21,837,259
+12.2%
77,174
-1.1%
5.88%
+3.1%
Q1 2023$19,463,112
+14.2%
78,027
-2.5%
5.71%
+1.9%
Q4 2022$17,047,666
+0.7%
79,995
+1.1%
5.60%
-6.2%
Q3 2022$16,921,000
-6.1%
79,087
-2.2%
5.97%
-1.4%
Q2 2022$18,020,000
-18.0%
80,846
+5.9%
6.05%
-20.1%
Q1 2022$21,965,000
-4.3%
76,372
-3.5%
7.58%
-11.7%
Q3 2021$22,953,000
+10.0%
79,101
+8.7%
8.58%
+3.9%
Q2 2021$20,866,000
+15.9%
72,751
+3.8%
8.26%
+8.2%
Q1 2021$18,011,000
+2.5%
70,071
+1.0%
7.64%
-4.9%
Q4 2020$17,568,000
+12.4%
69,344
+1.0%
8.03%
-6.2%
Q3 2020$15,623,000
+8.5%
68,639
-3.7%
8.56%
+1.2%
Q2 2020$14,403,000
+17.2%
71,270
-9.1%
8.46%
-4.8%
Q1 2020$12,289,000
-14.0%
78,429
+0.0%
8.88%
-2.8%
Q4 2019$14,286,00078,4239.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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