Disciplined Investments, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,563,114
-6.9%
20,429
-3.2%
3.38%
+6.0%
Q2 2023$5,974,157
+8.1%
21,113
-4.7%
3.19%
+37.2%
Q1 2023$5,528,448
+17.0%
22,163
-0.1%
2.33%
+0.7%
Q4 2022$4,726,067
-1.4%
22,177
-1.0%
2.31%
+4.9%
Q3 2022$4,795,000
+16.0%
22,411
+20.9%
2.20%
+17.9%
Q2 2022$4,133,000
-51.3%
18,543
-37.2%
1.87%
+6.4%
Q1 2022$8,490,000
+129.2%
29,520
+155.8%
1.76%
+7.5%
Q4 2021$3,704,000
+36.6%
11,542
+23.5%
1.63%
+24.1%
Q3 2021$2,711,000
+20.9%
9,342
+19.5%
1.32%
+14.2%
Q2 2021$2,242,000
+41.6%
7,818
+26.9%
1.15%
+23.7%
Q1 2021$1,583,000
+21.2%
6,160
+19.5%
0.93%
+6.8%
Q4 2020$1,306,000
+78.7%
5,154
+60.5%
0.87%
+61.8%
Q3 2020$731,000
+16.2%
3,211
+3.1%
0.54%
+10.2%
Q2 2020$629,000
+24.6%
3,113
-3.4%
0.49%
+1.9%
Q1 2020$505,000
+42.3%
3,223
+65.3%
0.48%
+60.5%
Q4 2019$355,0001,9500.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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