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 ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders