IVC Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
IVC Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,924,255
-4.8%
51,134
-1.0%
9.31%
+0.6%
Q2 2023$14,620,924
+11.3%
51,671
-1.9%
9.26%
-0.5%
Q1 2023$13,133,951
+16.1%
52,654
-20.5%
9.31%
+11.7%
Q4 2022$11,310,681
-0.1%
66,238
+25.1%
8.33%
-8.6%
Q3 2022$11,325,000
-4.4%
52,933
-0.4%
9.12%
-0.6%
Q2 2022$11,849,000
-7.2%
53,163
+19.7%
9.17%
+9.3%
Q1 2022$12,768,000
-8.4%
44,396
+2.2%
8.39%
-6.6%
Q4 2021$13,937,000
+12.7%
43,432
+1.9%
8.98%
+5.4%
Q3 2021$12,367,000
+1.3%
42,619
+0.1%
8.52%
-0.7%
Q2 2021$12,213,000
+16.0%
42,583
+4.0%
8.58%
+3.5%
Q1 2021$10,526,000
-3.1%
40,949
-4.5%
8.29%
-20.0%
Q4 2020$10,865,00042,88710.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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