Sovereign Financial Group, Inc. - 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
Sovereign Financial Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,008,467
+9.1%
44,099
+13.3%
4.28%
+19.1%
Q2 2023$11,010,731
+39.9%
38,913
+23.3%
3.59%
+22.8%
Q1 2023$7,871,022
+61.1%
31,555
+37.6%
2.92%
+51.8%
Q4 2022$4,885,906
-32.9%
22,927
-32.6%
1.92%
-34.8%
Q3 2022$7,278,000
+14.2%
34,020
+19.0%
2.95%
+17.6%
Q2 2022$6,373,000
+38.3%
28,594
+78.5%
2.51%
+47.1%
Q1 2022$4,608,000
+468.2%
16,022
+534.0%
1.71%
+423.6%
Q4 2021$811,000
+279.0%
2,527
+243.3%
0.33%
+165.0%
Q3 2021$214,0007360.12%
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