DOPKINS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

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 Q3 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders