Level Financial Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Level Financial Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$694,515
-3.7%
2,550
+0.0%
0.39%
-3.7%
Q2 2023$721,395
+13.2%
2,549
-0.2%
0.40%
+5.2%
Q1 2023$637,419
+9.3%
2,555
-6.6%
0.38%
+0.3%
Q4 2022$583,000
+50.3%
2,736
+50.7%
0.38%
+33.6%
Q3 2022$388,000
-20.2%
1,816
-16.7%
0.29%
-20.1%
Q2 2022$486,000
-18.7%
2,181
+5.0%
0.36%
-22.3%
Q1 2022$598,000
+63.4%
2,078
+82.1%
0.46%
+65.2%
Q4 2021$366,0001,1410.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders