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 ↓
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