Wescott Financial Advisory Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,021,091
-7.3%
22,111
-3.7%
1.10%
-4.1%
Q2 2023$6,496,337
+10.8%
22,959
-2.3%
1.15%
-9.9%
Q1 2023$5,861,116
+7.9%
23,497
-7.8%
1.27%
+8.7%
Q4 2022$5,433,395
-0.5%
25,496
-0.1%
1.17%
-22.9%
Q3 2022$5,463,000
-4.2%
25,534
-0.2%
1.52%
-1.7%
Q2 2022$5,704,000
-37.1%
25,592
-18.8%
1.55%
-33.7%
Q1 2022$9,067,00031,5272.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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