Helen Stephens Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Helen Stephens Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,837,462
-3.4%
10,420
+0.3%
1.47%
-1.1%
Q2 2023$2,938,707
+7.3%
10,386
-5.4%
1.48%
+4.3%
Q1 2023$2,739,485
+12.1%
10,983
-4.2%
1.42%
-2.4%
Q4 2022$2,444,406
-32.6%
11,470
-32.4%
1.46%
-42.6%
Q3 2022$3,629,000
+152.4%
16,961
+162.9%
2.54%
+149.4%
Q2 2022$1,438,000
-22.4%
6,451
+0.1%
1.02%
-20.2%
Q1 2022$1,853,000
-11.4%
6,442
-1.2%
1.28%
-23.8%
Q4 2021$2,092,0006,5201.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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