Bradley & Co. Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$77,336
-3.8%
2840.0%0.08%
+1.2%
Q2 2023$80,361
+13.4%
2840.0%0.08%
+2.6%
Q1 2023$70,841
+17.0%
2840.0%0.08%
+5.4%
Q4 2022$60,523
-0.8%
2840.0%0.07%
+1.4%
Q3 2022$61,000
-3.2%
2840.0%0.07%
+5.8%
Q2 2022$63,000
-23.2%
2840.0%0.07%
-1.4%
Q1 2022$82,000
-9.9%
2840.0%0.07%
-4.1%
Q4 2021$91,000
+11.0%
2840.0%0.07%
+2.8%
Q3 2021$82,000
+1.2%
2840.0%0.07%0.0%
Q2 2021$81,000
+11.0%
2840.0%0.07%
+6.0%
Q1 2021$73,0002840.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders