Phoenix Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
Phoenix Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$570,762
-0.3%
2,096
+3.6%
0.34%
+0.6%
Q2 2023$572,428
+13.4%
2,0230.0%0.33%
+6.7%
Q1 2023$504,617
+17.0%
2,0230.0%0.31%
+20.5%
Q4 2022$431,122
+10.0%
2,023
+10.4%
0.26%
-33.9%
Q3 2022$392,000
+36.6%
1,833
+42.3%
0.39%
+38.5%
Q2 2022$287,000
+29.9%
1,288
+63.7%
0.28%
+24.1%
Q1 2022$221,000
-12.6%
7870.0%0.23%
+19.4%
Q4 2021$253,000
+11.0%
7870.0%0.19%
+12.4%
Q3 2021$228,000
-0.9%
7870.0%0.17%
+2.4%
Q2 2021$230,000
+34.5%
787
+20.3%
0.17%
+24.8%
Q1 2021$171,000
+11.8%
654
+8.6%
0.13%
+14.7%
Q4 2020$153,0006020.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders