Fortress Wealth Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Fortress Wealth Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,581,656
-5.3%
39,283
+0.2%
7.06%
-0.2%
Q2 2023$11,176,033
+15.9%
39,194
+1.4%
7.07%
+1.5%
Q1 2023$9,644,242
-19.9%
38,664
-31.6%
6.96%
-17.2%
Q4 2022$12,040,316
-13.6%
56,498
-13.3%
8.41%
-19.5%
Q3 2022$13,934,000
+69.1%
65,129
+76.2%
10.45%
+47.2%
Q2 2022$8,240,000
-23.1%
36,968
-0.7%
7.10%
-14.2%
Q1 2022$10,711,000
-20.2%
37,242
-18.4%
8.28%
-17.1%
Q4 2021$13,420,000
+12.7%
45,627
+11.2%
9.99%
-3.0%
Q3 2021$11,908,000
+3.6%
41,039
+2.4%
10.30%
+0.3%
Q2 2021$11,498,00040,08810.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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