Avory & Company, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Avory & Company, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,168,599
-48.2%
11,636
-46.2%
2.69%
-42.3%
Q2 2023$6,122,123
-33.0%
21,636
-40.9%
4.66%
-25.8%
Q1 2023$9,138,484
-17.0%
36,636
-29.0%
6.29%
-28.9%
Q4 2022$11,004,148
-22.8%
51,636
-22.5%
8.85%
-26.8%
Q3 2022$14,257,000
-21.6%
66,636
-18.4%
12.08%
-21.7%
Q2 2022$18,196,000
-37.8%
81,636
-19.7%
15.44%
-15.6%
Q1 2022$29,231,000
-1.1%
101,6360.0%18.30%
+3.1%
Q4 2021$29,545,000
+0.2%
101,6360.0%17.75%
-2.6%
Q3 2021$29,492,000
+1.2%
101,6360.0%18.22%
+12.5%
Q2 2021$29,150,000
+11.6%
101,6360.0%16.20%
+7.7%
Q1 2021$26,125,000
-10.4%
101,636
-11.7%
15.04%
-23.2%
Q4 2020$29,156,000115,08619.60%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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