CYPRESS FINANCIAL PLANNING LLC - 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
CYPRESS FINANCIAL PLANNING LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$431,611
-10.0%
1,585
-6.5%
0.25%
-9.2%
Q2 2023$479,651
+9.2%
1,695
-3.9%
0.27%
+1.5%
Q1 2023$439,357
+15.3%
1,763
-2.1%
0.27%
+5.5%
Q4 2022$380,898
-8.9%
1,800
-7.9%
0.25%
-14.5%
Q3 2022$418,000
-7.1%
1,955
-3.2%
0.30%
-3.6%
Q2 2022$450,0002,0190.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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