FirstPurpose Wealth 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
FirstPurpose Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$592,575
-5.9%
2,176
-2.2%
0.26%
-5.2%
Q2 2023$629,886
+13.2%
2,226
-0.2%
0.27%
-1.5%
Q1 2023$556,255
-56.6%
2,230
-63.0%
0.27%
-61.7%
Q4 2022$1,282,922
+157.1%
6,020
+158.4%
0.72%
+117.6%
Q3 2022$499,000
+2.0%
2,330
+6.2%
0.33%0.0%
Q2 2022$489,000
-23.6%
2,195
-1.4%
0.33%
-34.1%
Q1 2022$640,000
-5.0%
2,227
+6.0%
0.50%
+18.0%
Q4 2021$674,0002,1000.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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