Concord Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$66,201
+48.9%
243
+54.8%
0.01%
+40.0%
Q2 2023$44,449
-23.2%
157
-32.3%
0.01%
-37.5%
Q1 2023$57,886
+17.1%
2320.0%0.02%
+6.7%
Q4 2022$49,449
-56.6%
232
-54.6%
0.02%
-51.6%
Q2 2022$114,000
-21.9%
511
+0.6%
0.03%
-18.4%
Q1 2022$146,000
+29.2%
508
+44.3%
0.04%
+35.7%
Q4 2021$113,000
-4.2%
352
-14.1%
0.03%
-17.6%
Q2 2021$118,000
+12.4%
4100.0%0.03%
-2.9%
Q1 2021$105,000
-10.3%
410
-10.9%
0.04%
-61.1%
Q4 2020$117,0004600.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders