Blue Zone Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

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Quarter-by-quarter ownership
Blue Zone Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,830,468
-3.8%
6,7220.0%0.80%
-8.5%
Q2 2023$1,902,057
+14.2%
6,722
+0.7%
0.88%
-1.3%
Q1 2023$1,665,012
+2.2%
6,675
-12.7%
0.89%
+2.3%
Q4 2022$1,628,587
-0.4%
7,6420.0%0.87%
+2.7%
Q3 2022$1,635,000
+115.4%
7,642
+124.3%
0.85%
+146.2%
Q2 2022$759,000
-26.5%
3,407
-5.1%
0.34%
-10.6%
Q1 2022$1,033,000
-20.0%
3,591
-10.8%
0.38%
-9.8%
Q4 2021$1,292,000
+9.0%
4,027
-1.4%
0.43%
+3.9%
Q3 2021$1,185,000
+1.0%
4,085
-0.1%
0.41%
-6.6%
Q2 2021$1,173,000
+11.6%
4,0900.0%0.44%
-1.6%
Q1 2021$1,051,000
-0.8%
4,090
-2.2%
0.45%
-12.5%
Q4 2020$1,059,000
+11.4%
4,1800.0%0.51%
-4.8%
Q3 2020$951,000
+12.5%
4,1800.0%0.54%
+13.8%
Q2 2020$845,000
+3.6%
4,180
-19.7%
0.47%
-38.3%
Q1 2020$816,000
+95.7%
5,208
+127.6%
0.76%
+184.4%
Q4 2019$417,000–2,288–0.27%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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