Investments & Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Investments & Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,266,692
-5.6%
4,652
-1.9%
1.13%
-2.8%
Q2 2023$1,341,855
+13.0%
4,742
-0.4%
1.16%
+6.6%
Q1 2023$1,188,006
+17.2%
4,763
+0.1%
1.09%
+9.7%
Q4 2022$1,013,932
-4.1%
4,758
+0.3%
0.99%
-8.7%
Q2 2022$1,057,000
-19.1%
4,743
+4.3%
1.09%
-4.7%
Q1 2022$1,307,000
-0.1%
4,546
+0.2%
1.14%
-2.6%
Q4 2021$1,308,0004,5361.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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