ENCOMPASS WEALTH 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
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$229,000
-15.2%
1,070
-11.6%
0.09%
-9.4%
Q2 2022$270,000
-19.6%
1,210
+3.4%
0.10%
+12.9%
Q1 2022$336,000
-2.0%
1,170
+9.3%
0.08%
+2.4%
Q4 2021$343,000
-11.4%
1,070
-20.0%
0.08%
-17.8%
Q3 2021$387,000
-20.4%
1,337
-21.2%
0.10%
-15.8%
Q2 2021$486,000
+13.3%
1,697
+6.3%
0.12%
+10.1%
Q1 2021$429,000
+5.9%
1,5970.0%0.11%
-53.2%
Q4 2020$405,0001,5970.23%
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