WILLNER & HELLER, 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
WILLNER & HELLER, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$502,463
+0.5%
2,358
+0.9%
0.71%
-11.5%
Q3 2022$500,000
-2.9%
2,338
+1.2%
0.81%
+0.7%
Q2 2022$515,000
-30.4%
2,311
+0.2%
0.80%
-12.0%
Q1 2022$740,000
+10.6%
2,306
+0.0%
0.91%
+2.4%
Q4 2021$669,0002,3050.89%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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