High Net Worth Advisory Group LLC - 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
High Net Worth Advisory Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$2,828,705
+33.0%
9,096
+16.5%
1.05%
+23.2%
Q3 2023$2,126,397
-2.6%
7,807
+1.2%
0.85%
+0.6%
Q2 2023$2,182,542
+11.2%
7,711
-2.0%
0.85%
+5.9%
Q1 2023$1,962,273
+16.6%
7,865
-0.4%
0.80%
+22.3%
Q4 2022$1,682,312
-1.0%
7,894
-0.6%
0.65%
-9.9%
Q3 2022$1,700,000
-4.5%
7,944
-0.6%
0.73%
-1.8%
Q2 2022$1,780,000
-26.7%
7,988
-5.4%
0.74%
-16.3%
Q1 2022$2,428,000
-7.1%
8,442
+3.7%
0.88%
-3.2%
Q4 2021$2,613,0008,1440.91%
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