Alta Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Alta Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,676,067
-3.9%
6,155
-0.2%
1.03%
+0.3%
Q2 2023$1,744,732
+18.3%
6,166
+4.3%
1.02%
+10.0%
Q1 2023$1,474,941
+14.3%
5,913
-2.3%
0.93%
+6.9%
Q4 2022$1,289,955
-0.6%
6,053
-0.2%
0.87%
-6.2%
Q3 2022$1,298,000
-3.9%
6,0670.0%0.93%
-0.7%
Q2 2022$1,351,000
-22.6%
6,0670.0%0.94%
-9.6%
Q1 2022$1,745,000
+39.8%
6,067
+56.0%
1.04%
+34.6%
Q4 2021$1,248,000
+10.3%
3,889
-0.2%
0.77%
-6.3%
Q3 2021$1,131,000
+5.5%
3,896
+4.2%
0.82%
+4.5%
Q2 2021$1,072,000
+11.9%
3,738
+0.3%
0.79%
-1.9%
Q1 2021$958,000
+1.8%
3,727
+0.3%
0.80%
+1.3%
Q4 2020$941,0003,7150.79%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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