Accurate Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,504,151
-6.4%
8,923
-3.6%
0.79%
-5.9%
Q2 2023$2,676,420
+12.8%
9,254
-3.7%
0.84%
+2.1%
Q1 2023$2,373,427
+11.9%
9,605
-1.3%
0.82%
+4.7%
Q4 2022$2,121,456
+2.3%
9,734
+16.8%
0.78%
-9.7%
Q3 2022$2,074,000
+97.0%
8,332
+84.2%
0.86%
+51.2%
Q2 2022$1,053,000
+93.6%
4,524
+139.0%
0.57%
+134.4%
Q1 2022$544,000
-9.9%
1,893
-2.8%
0.24%
-50.6%
Q4 2021$604,000
+8.8%
1,948
+3.4%
0.49%
+2.3%
Q3 2021$555,000
+9.7%
1,884
+6.8%
0.48%
+8.5%
Q2 2021$506,0001,7640.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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