Powell Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
Powell Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,382,195
+4.0%
5,076
+8.0%
0.83%
+6.9%
Q2 2023$1,329,569
+13.5%
4,699
+0.0%
0.78%
+19.2%
Q1 2023$1,171,528
+17.1%
4,697
+0.1%
0.65%
+12.2%
Q4 2022$1,000,3514,6940.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders