Kestra Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$96,398,557
+16.2%
354,003
+20.8%
0.95%
+14.2%
Q2 2023$82,942,650
+14.1%
293,125
+0.6%
0.83%
+5.3%
Q1 2023$72,707,977
-33.8%
291,485
-43.4%
0.79%
-19.3%
Q4 2022$109,840,730
-99.9%
515,418
-36.1%
0.98%
+5.7%
Q3 2022$86,344,258,000
+85420.7%
806,340
+78.0%
0.92%
-11.1%
Q2 2022$100,963,000
+18.2%
452,971
+52.5%
1.04%
+16.6%
Q1 2022$85,410,000
-11.0%
296,974
-0.7%
0.89%
-8.3%
Q4 2021$95,969,000
+7.5%
299,062
-2.8%
0.97%
+8.9%
Q3 2021$89,235,000
+3.7%
307,528
+2.5%
0.89%
-8.6%
Q2 2021$86,034,000
+15.3%
299,970
+3.3%
0.98%
+3.0%
Q1 2021$74,639,000
-17.4%
290,379
-18.7%
0.95%
-9.5%
Q4 2020$90,335,000
-99.8%
357,239
+50.4%
1.05%
+3.6%
Q3 2020$54,155,000,000237,5691.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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