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 1,550 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
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 Q2 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