BARON SILVER STEVENS FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,535,083
-5.6%
49,705
-1.9%
3.06%
-2.7%
Q2 2023$14,343,988
+25.1%
50,693
+10.3%
3.15%
+5.5%
Q1 2023$11,464,136
+6.2%
45,959
-9.3%
2.98%
+12.4%
Q4 2022$10,795,332
+52.5%
50,656
-4.2%
2.66%
+37.8%
Q3 2022$7,079,000
-38.2%
52,872
+2.9%
1.93%
-34.9%
Q2 2022$11,453,000
-21.6%
51,385
+1.2%
2.96%
-13.5%
Q1 2022$14,604,000
-6.4%
50,781
+4.4%
3.42%
-7.2%
Q4 2021$15,601,000
+12.1%
48,618
+1.4%
3.69%
-0.5%
Q3 2021$13,912,000
+5.6%
47,947
+4.4%
3.71%
+3.7%
Q2 2021$13,177,000
+47.7%
45,946
+30.4%
3.57%
+17.0%
Q4 2020$8,923,00035,2253.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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