Ellsworth 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
Ellsworth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$425,204
-2.3%
1,552
+0.9%
0.15%
+0.7%
Q2 2023$435,235
+11.0%
1,538
-2.2%
0.15%
+8.7%
Q1 2023$392,076
+12.1%
1,572
+0.2%
0.14%
+5.3%
Q4 2022$349,856
+4.1%
1,5690.0%0.13%
-9.0%
Q3 2022$336,000
-6.4%
1,569
-2.5%
0.14%
-0.7%
Q2 2022$359,000
-18.2%
1,6090.0%0.14%
-6.5%
Q1 2022$439,000
-18.4%
1,609
-3.9%
0.16%
-22.1%
Q4 2021$538,000
+10.7%
1,6750.0%0.20%
-10.0%
Q3 2021$486,000
+1.2%
1,6750.0%0.22%
-6.0%
Q2 2021$480,000
+15.9%
1,675
+4.1%
0.24%
-5.6%
Q1 2021$414,0001,6090.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders