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 ↓
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