Berger Financial Group, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,407 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Berger Financial Group, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$11,757,620
+10.7%
31,437
+1.9%
0.94%
+7.1%
Q1 2024$10,619,137
+8.1%
30,852
-2.3%
0.88%
-14.0%
Q4 2023$9,819,291
+14.0%
31,585
-0.2%
1.02%
+2.7%
Q3 2023$8,616,510
+9.5%
31,642
+13.8%
0.99%
+10.9%
Q2 2023$7,870,551
+13.7%
27,815
+0.2%
0.89%
+7.2%
Q1 2023$6,924,917
+20.7%
27,762
+3.1%
0.83%
+10.0%
Q4 2022$5,737,263
+2.1%
26,922
+2.5%
0.76%
-8.2%
Q3 2022$5,620,000
-1.5%
26,268
+2.6%
0.82%
-1.1%
Q2 2022$5,708,000
+869.1%
25,611
+1151.1%
0.83%
+1012.0%
Q1 2022$589,000
+5.0%
2,047
+17.0%
0.08%
+1.4%
Q4 2021$561,000
+35.8%
1,749
+22.7%
0.07%0.0%
Q3 2021$413,000
+11.0%
1,425
+9.8%
0.07%
+10.4%
Q2 2021$372,000
-29.5%
1,298
-36.8%
0.07%
-41.7%
Q1 2021$528,000
-11.9%
2,054
-13.1%
0.12%
+9.5%
Q4 2020$599,0002,3630.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Trust Co of Tennessee 256,175$95,811,39634.28%
Rezny Wealth Management, Inc. 318,706$119,199,23131.88%
GOLDEN ROAD ADVISORS LLC 97,307$37,787,38731.16%
Fee-Only Financial Planning, L.C. 118,864$44,456,13829.93%
Safeguard Financial, LLC 283,568$106,057,13329.49%
Balentine LLC 1,720,031$643,308,76929.24%
Dougherty Wealth Advisers LLC 88,938$33,263,70129.07%
STEVENS CAPITAL PARTNERS 143,528$53,680,78127.70%
Blackston Financial Advisory Group, LLC 155,977$46,287,14325.90%
Mill Creek Capital Advisors, LLC 2,663,497$996,174,63425.36%
View complete list of VANGUARD INDEX FDS shareholders