West Financial 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
West Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,490,402
-3.8%
5,4730.0%0.37%
-1.8%
Q2 2023$1,548,552
+16.9%
5,473
+3.1%
0.38%
+9.8%
Q1 2023$1,324,373
+7.9%
5,309
-7.8%
0.35%
+1.2%
Q4 2022$1,227,058
-21.3%
5,758
-21.0%
0.34%
-26.6%
Q3 2022$1,559,000
-2.3%
7,286
+1.7%
0.47%
+0.6%
Q2 2022$1,596,000
-21.1%
7,161
+1.7%
0.46%
-12.9%
Q1 2022$2,024,000
+48.1%
7,039
+65.3%
0.53%
+45.2%
Q4 2021$1,367,000
+20.0%
4,259
+8.5%
0.37%
+9.9%
Q3 2021$1,139,000
+28.1%
3,924
+26.6%
0.33%
+22.8%
Q2 2021$889,000
+12.5%
3,099
+0.8%
0.27%
+2.6%
Q1 2021$790,000
+1.4%
3,0740.0%0.26%
-4.0%
Q4 2020$779,0003,0740.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders