Herold Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$669,883
-3.8%
2,4600.0%0.20%
-4.2%
Q2 2023$696,082
+21.8%
2,460
+7.4%
0.21%
+7.6%
Q1 2023$571,466
+25.9%
2,291
+7.6%
0.20%
+3.1%
Q4 2022$453,924
+0.4%
2,130
+0.7%
0.19%
-11.5%
Q3 2022$452,000
-12.7%
2,115
-9.0%
0.22%
-6.1%
Q2 2022$518,000
-99.9%
2,3250.0%0.23%
-2.9%
Q1 2022$668,670,000
+89534.0%
2,3250.0%0.24%
-17.9%
Q4 2021$746,000
+9.7%
2,325
-0.9%
0.29%
+9.4%
Q3 2021$680,0002,3450.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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