HB Wealth Management, 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
HB Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,618,008
-1.4%
61,026
+2.5%
0.27%
-0.4%
Q2 2023$16,846,499
+13.3%
59,537
-0.1%
0.27%
+4.3%
Q1 2023$14,862,583
+19.8%
59,584
+2.4%
0.26%
+14.2%
Q4 2022$12,402,088
+9.0%
58,196
+9.5%
0.23%
-6.6%
Q3 2022$11,376,000
+4.5%
53,171
+8.9%
0.24%
+8.5%
Q2 2022$10,881,000
-50.9%
48,816
-36.7%
0.22%
-45.7%
Q1 2022$22,183,000
+62.8%
77,131
+81.6%
0.41%
+50.0%
Q4 2021$13,630,00042,4750.27%
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