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 ↓
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