CFS Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$24,460
+19.3%
89,824
+24.0%
3.90%
+48.9%
Q2 2023$20,495
+11.8%
72,432
-1.4%
2.62%
-21.5%
Q1 2023$18,331
-99.3%
73,489
-99.6%
3.33%
+472.9%
Q3 2022$2,530,000
-86.8%
18,241,590
+21145.2%
0.58%
-80.1%
Q2 2022$19,138,000
+875.9%
85,862
-99.6%
2.93%
-65.7%
Q1 2022$1,961,000
-91.8%
23,922,973
+28913.0%
8.53%
+165.1%
Q4 2021$23,969,000
-1.1%
82,456
-1.3%
3.22%
-3.1%
Q3 2021$24,243,000
+18.2%
83,548
+3.2%
3.32%
+1.7%
Q4 2020$20,516,00080,9843.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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