VALLEY WEALTH MANAGERS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$421,808
-3.8%
1,5490.0%0.04%
-10.3%
Q2 2023$438,305
+13.4%
1,5490.0%0.04%
+11.4%
Q1 2023$386,383
+14.6%
1,549
-2.1%
0.04%
+12.9%
Q4 2022$337,140
-9.6%
1,582
-9.2%
0.03%
-16.2%
Q3 2022$373,000
-29.6%
1,742
-26.7%
0.04%
-26.0%
Q2 2022$530,000
-24.8%
2,377
-3.1%
0.05%
-15.3%
Q1 2022$705,000
-23.0%
2,452
-14.1%
0.06%
-19.2%
Q4 2021$916,000
+10.4%
2,854
-0.2%
0.07%
+1.4%
Q3 2021$830,000
-6.0%
2,860
-7.1%
0.07%
-4.0%
Q2 2021$883,000
+121.9%
3,077
+98.6%
0.08%
+108.3%
Q1 2021$398,000
+1.5%
1,5490.0%0.04%
-5.3%
Q4 2020$392,000
+11.0%
1,5490.0%0.04%
-2.6%
Q3 2020$353,000
+39.0%
1,549
+23.3%
0.04%
+39.3%
Q2 2020$254,000
+10.0%
1,256
-1.0%
0.03%
+21.7%
Q4 2019$231,000
+9.5%
1,2690.0%0.02%
+4.5%
Q3 2019$211,000
+1.9%
1,2690.0%0.02%0.0%
Q2 2019$207,000
-13.0%
1,269
-16.5%
0.02%
-15.4%
Q1 2019$238,000
+11800.0%
1,519
+11584.6%
0.03%
Q1 2017$2,000
-80.0%
13
-85.6%
0.00%
-100.0%
Q4 2016$10,000900.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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