Helen Stephens Group, 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
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 Q2 2022
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 93,208$28,976,41819.62%
McAlister, Sweet & Associates, Inc. 34,017$10,575,2059.82%
GoalVest Advisory LLC 70,143$21,806,0879.59%
Dentgroup LLC 20,974$6,520,3525.79%
FC Advisory LLC 40,783$12,678,7094.90%
GILL CAPITAL PARTNERS, LLC 34,372$10,685,5984.50%
CATALYST PRIVATE WEALTH, LLC 13,596$4,226,8031.98%
Agate Pass Investment Management, LLC 7,250$2,253,8801.31%
High Net Worth Advisory Group LLC 9,096$2,828,7051.05%
Compass Financial Group, INC/SD 9,305$2,892,6600.76%
View complete list of VANGUARD INDEX FDS shareholders