Southland Equity Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Southland Equity Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,004,172
-6.0%
11,032
-2.3%
1.03%
-4.2%
Q2 2023$3,195,263
+14.7%
11,292
+1.1%
1.08%
-1.6%
Q1 2023$2,785,822
+6.8%
11,168
-8.8%
1.10%
+8.8%
Q4 2022$2,609,139
-2.2%
12,243
-1.8%
1.01%
-23.2%
Q3 2022$2,667,486
-4.1%
12,468
-0.1%
1.31%
+3.2%
Q2 2022$2,780,899
-19.0%
12,477
+4.5%
1.27%
-11.1%
Q1 2022$3,433,563
-13.7%
11,939
-3.7%
1.43%
-12.5%
Q4 2021$3,978,197
+10.7%
12,397
+0.1%
1.63%
-1.1%
Q3 2021$3,593,755
+1.8%
12,385
+0.7%
1.65%
-0.9%
Q2 2021$3,528,623
+18.2%
12,303
+5.9%
1.66%
-1.8%
Q1 2021$2,986,548
-1.2%
11,619
-2.6%
1.70%
-16.8%
Q4 2020$3,022,60011,9312.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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