BARNES PETTEY FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
BARNES PETTEY FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,026,453
-23.4%
11,114
-20.5%
2.78%
-18.7%
Q2 2023$3,953,517
+17.8%
13,972
+3.8%
3.42%
+6.6%
Q1 2023$3,357,213
+20.4%
13,459
+2.9%
3.21%
+11.5%
Q4 2022$2,787,479
+64.8%
13,080
+65.5%
2.88%
+24.5%
Q3 2022$1,691,000
-4.4%
7,902
-0.4%
2.31%
+1.1%
Q2 2022$1,769,000
+22.6%
7,936
+58.2%
2.28%
+30.8%
Q1 2022$1,443,000
-3.5%
5,018
+7.6%
1.75%
+1.5%
Q4 2021$1,496,0004,6631.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders