DOPKINS WEALTH MANAGEMENT, 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
DOPKINS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,961,838
-3.8%
14,5490.0%3.00%
-18.2%
Q2 2023$4,116,785
+21.9%
14,549
+7.5%
3.67%
+16.0%
Q1 2023$3,376,669
-6.3%
13,537
-20.0%
3.16%
-0.3%
Q4 2022$3,604,116
+1187.2%
16,912
+1193.0%
3.17%
+910.2%
Q3 2022$280,000
-4.1%
1,3080.0%0.31%
-0.3%
Q2 2022$292,000
-22.3%
1,3080.0%0.32%
-22.8%
Q1 2022$376,000
-10.5%
1,3080.0%0.41%
-1.4%
Q4 2021$420,0001,3080.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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