Strategic Financial Concepts, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
Strategic Financial Concepts, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,045,754
+10.3%
11,185
+14.6%
1.03%
+1.1%
Q2 2023$2,761,294
+13.7%
9,759
+0.2%
1.02%
+3.9%
Q1 2023$2,429,0679,7380.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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