Onyx Bridge Wealth Group LLC - 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
Onyx Bridge Wealth Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,688,406
+161.4%
61,285
+171.7%
3.90%
+155.5%
Q2 2023$6,383,329
+95.5%
22,559
+72.4%
1.53%
+17.2%
Q1 2023$3,264,555
+5.2%
13,088
-9.7%
1.30%
+3.2%
Q4 2022$3,102,171
-33.2%
14,486
-34.3%
1.26%
-40.4%
Q3 2022$4,643,000
+25.0%
22,054
+42.4%
2.12%
+27.9%
Q2 2022$3,715,000
-89.2%
15,491
-88.6%
1.66%
-87.4%
Q1 2022$34,527,000
-15.1%
136,397
+8.4%
13.10%
-4.4%
Q4 2021$40,645,000
+15.7%
125,801
+9.1%
13.70%
+3.8%
Q3 2021$35,131,000
+905.8%
115,335
+857.7%
13.20%
+773.8%
Q2 2021$3,493,000
+36.5%
12,043
+21.0%
1.51%
+17.9%
Q1 2021$2,559,000
+114.3%
9,956
+111.3%
1.28%
+63.8%
Q4 2020$1,194,0004,7120.78%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders