HBC Financial Services, PLLC - 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
HBC Financial Services, PLLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25
-67.1%
62
-62.9%
0.02%
-64.8%
Q2 2023$76
+7.0%
167
-10.7%
0.05%
+1.9%
Q1 2023$71
+2.9%
187
-13.8%
0.05%
-3.6%
Q4 2022$69
-99.9%
217
+35.6%
0.06%
+34.1%
Q3 2022$49,000
+172.2%
160
+105.1%
0.04%
+192.9%
Q2 2022$18,000
-5.3%
780.0%0.01%0.0%
Q1 2022$19,000
-24.0%
780.0%0.01%
-12.5%
Q4 2021$25,000780.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders