TRIAD FINANCIAL ADVISORS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
TRIAD FINANCIAL ADVISORS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$798,141
-6.6%
2,931
-2.9%
0.28%
-19.9%
Q2 2023$854,256
+0.2%
3,019
-11.7%
0.35%
-5.4%
Q1 2023$852,586
+2.2%
3,418
-12.7%
0.37%
-0.3%
Q4 2022$833,899
+17.9%
3,913
+18.5%
0.37%
-3.1%
Q3 2022$707,000
-8.9%
3,303
-5.1%
0.38%
-10.7%
Q2 2022$776,000
-39.8%
3,480
-22.3%
0.43%
-37.6%
Q1 2022$1,288,000
-13.5%
4,480
-3.5%
0.69%
-22.1%
Q4 2021$1,489,0004,6410.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders