Trinity Financial Advisors LLC - 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
Trinity Financial Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$861,913
+20.9%
3,165
+25.6%
0.46%
+19.6%
Q2 2023$713,109
+66.7%
2,520
+46.9%
0.38%
+46.7%
Q1 2023$427,790
-5.1%
1,715
-18.9%
0.26%
-11.8%
Q4 2022$450,728
-0.5%
2,1150.0%0.30%
-9.8%
Q3 2022$453,000
-25.5%
2,1150.0%0.33%
-13.9%
Q1 2022$608,000
-10.5%
2,1150.0%0.38%
-5.0%
Q4 2021$679,000
+10.6%
2,115
-12.8%
0.40%
-28.0%
Q4 2020$614,0002,4250.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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