Level Financial Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 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 Q3 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