Houlihan Financial Resource Group, Ltd. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Houlihan Financial Resource Group, Ltd. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,805
+7.4%
10,397
-0.7%
1.50%
+5.5%
Q1 2023$2,611
+17.5%
10,466
+4.5%
1.42%
+11.0%
Q4 2022$2,223
-99.9%
10,011
+2.2%
1.28%
-1.5%
Q3 2022$2,140,000
-3.4%
9,791
+5.0%
1.30%
+1.9%
Q3 2020$2,216,000
+36.4%
9,323
-10.1%
1.28%
-9.5%
Q1 2020$1,625,000
-12.9%
10,368
+1.2%
1.41%
+17.0%
Q4 2019$1,866,00010,2421.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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