EPG Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$822,128
-4.6%
3,019
-0.8%
0.25%
-2.7%
Q2 2023$861,321
+34.2%
3,044
+18.3%
0.26%
+26.2%
Q1 2023$641,883
+17.0%
2,5730.0%0.20%
-3.3%
Q4 2022$548,401
-20.1%
2,573
-19.8%
0.21%
-25.9%
Q3 2022$686,000
-7.5%
3,208
-3.6%
0.28%
-11.0%
Q2 2022$742,000
-26.2%
3,327
-4.8%
0.32%
-8.9%
Q1 2022$1,006,000
-12.8%
3,496
-3.0%
0.35%
-14.3%
Q4 2021$1,154,000
+17.3%
3,603
+6.3%
0.41%
+2.8%
Q3 2021$984,000
+1.2%
3,390
+0.0%
0.40%
-4.1%
Q2 2021$972,000
+7.3%
3,389
-3.9%
0.41%
-6.6%
Q1 2021$906,000
+25.3%
3,527
+23.5%
0.44%
+1.6%
Q4 2020$723,000
+8.9%
2,855
-2.1%
0.43%
-11.6%
Q3 2020$664,000
+28.7%
2,915
+14.3%
0.49%
+34.2%
Q2 2020$516,000
+42.1%
2,551
+10.1%
0.37%
+37.1%
Q1 2020$363,000
+855.3%
2,317
+1019.3%
0.27%
+853.6%
Q4 2019$38,0002070.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 68,943$15,367,00028.68%
Bell Rock Capital LLC 157,270$35,054,00027.26%
Jentner Corp 159,681$35,591,00027.04%
Bromfield Sneider Wealth Advisors 97,953$21,833,00026.55%
Strategies Wealth Advisors, LLC 295,234$65,804,80018.88%
Safeguard Financial, LLC 69,710$15,537,00018.55%
Peninsula Wealth, LLC 238,658$53,195,00018.00%
EdgeRock Capital LLC 111,291$24,806,00016.98%
Benchmark Wealth Management, LLC 102,961$22,949,00016.89%
Corrigan Financial, Inc. 206,867$46,108,55216.69%
View complete list of VANGUARD INDEX FDS shareholders