Horizon Family Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Horizon Family Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,717,746
-4.9%
43,031
-1.2%
11.35%
-3.8%
Q2 2023$12,326,230
+7.6%
43,562
-5.1%
11.79%
-2.8%
Q1 2023$11,451,794
+28.7%
45,910
+9.9%
12.13%
+18.3%
Q4 2022$8,900,273
+43.5%
41,764
+44.1%
10.25%
+35.3%
Q3 2022$6,203,000
-3.5%
28,991
+0.6%
7.57%
+1.4%
Q2 2022$6,426,000
-14.7%
28,830
+10.1%
7.47%
+0.0%
Q1 2022$7,529,000
-11.3%
26,178
-1.0%
7.46%
-13.7%
Q4 2021$8,489,00026,4558.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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