Investment Advisory Group, 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
Investment Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,009,589
-1.5%
40,430
+2.4%
5.72%
+0.0%
Q2 2023$11,172,082
+16.9%
39,483
+3.0%
5.72%
+4.0%
Q1 2023$9,560,140
+32.0%
38,326
+12.8%
5.50%
+23.7%
Q4 2022$7,240,386
+3.1%
33,975
+3.5%
4.44%
-8.9%
Q3 2022$7,025,000
+7.4%
32,835
+11.8%
4.88%
+9.6%
Q2 2022$6,542,000
-12.5%
29,368
+13.0%
4.45%
-2.0%
Q1 2022$7,477,000
+4.1%
25,996
+4.4%
4.54%
-1.2%
Q4 2021$7,180,00024,8954.60%
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