Topel & Distasi 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
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,015,251
-8.3%
51,468
-4.8%
7.35%
-4.5%
Q2 2023$15,291,158
+11.0%
54,040
-2.2%
7.69%
+7.0%
Q1 2023$13,779,564
+11.6%
55,242
-4.7%
7.19%
+4.0%
Q4 2022$12,347,593
-5.4%
57,940
+0.9%
6.92%
-4.1%
Q3 2022$13,057,000
+2.9%
57,450
+0.9%
7.21%
-1.9%
Q2 2022$12,695,000
-8.4%
56,956
+18.1%
7.35%
+26.5%
Q1 2022$13,865,000
-4.7%
48,208
+6.4%
5.81%
-2.1%
Q4 2021$14,542,00045,3165.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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