CGN Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 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
CGN Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$4,617,898
+7.9%
14,854
-5.5%
0.64%
+11.1%
Q3 2023$4,281,363
-0.0%
15,722
+3.9%
0.58%
-6.2%
Q2 2023$4,281,689
+11.9%
15,132
-1.3%
0.61%
+1.8%
Q1 2023$3,825,194
+17.8%
15,335
+0.7%
0.60%
+5.6%
Q4 2022$3,246,375
+1.6%
15,233
+2.0%
0.57%
-28.7%
Q3 2022$3,195,000
+1.1%
14,933
+5.3%
0.80%
-10.1%
Q2 2022$3,161,000
-41.5%
14,183
-24.5%
0.89%
-33.9%
Q1 2022$5,405,000
-12.0%
18,794
-1.8%
1.35%
-15.7%
Q4 2021$6,140,000
-2.9%
19,135
-12.2%
1.60%
-22.7%
Q3 2021$6,324,000
-3.2%
21,795
-4.3%
2.07%
+0.1%
Q2 2021$6,531,000
+9.9%
22,770
-1.5%
2.06%
-3.5%
Q1 2021$5,944,000
+26.6%
23,124
+24.8%
2.14%
+13.8%
Q4 2020$4,695,00018,5321.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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