Iron Horse Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$352,369
+7.1%
1,294
+11.3%
0.17%
+6.8%
Q2 2023$329,082
+13.4%
1,1630.0%0.16%
+11.7%
Q1 2023$290,099
+99934.1%
1,163
-14.7%
0.14%
-7.6%
Q4 2022$290
-99.8%
1,363
+118.4%
0.16%
-18.7%
Q3 2022$134,000
-55.9%
624
-54.2%
0.19%
+11.6%
Q2 2022$304,000
-22.4%
1,3630.0%0.17%
-19.5%
Q1 2022$392,000
-22.4%
1,363
-13.4%
0.22%
-24.3%
Q4 2021$505,000
+10.5%
1,5740.0%0.28%
+0.4%
Q3 2021$457,000
-1.9%
1,574
-3.1%
0.28%
-7.8%
Q2 2021$466,000
+11.5%
1,624
-0.1%
0.31%
-1.9%
Q1 2021$418,000
+1.7%
1,625
+0.1%
0.31%
-4.9%
Q4 2020$411,0001,6240.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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