TRADITION CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
TRADITION CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2019$1,406,000
+15.3%
8,991
-1.0%
0.38%0.0%
Q4 2018$1,219,000
-21.3%
9,080
-5.6%
0.38%
-5.7%
Q3 2018$1,548,000
-14.3%
9,615
-25.2%
0.40%
-17.6%
Q4 2017$1,806,000
+0.2%
12,847
-5.4%
0.49%
-16.1%
Q3 2017$1,803,000
+7.5%
13,585
+2.9%
0.58%
+5.2%
Q2 2017$1,677,000
+31.1%
13,201
+25.5%
0.56%
+32.8%
Q1 2017$1,279,000
+19.6%
10,517
+9.6%
0.42%
+17.4%
Q4 2016$1,069,000
+10.9%
9,598
+11.8%
0.36%
+5.3%
Q3 2016$964,000
+14.9%
8,585
+9.6%
0.34%
+20.3%
Q2 2016$839,000
-11.3%
7,835
-11.9%
0.28%
-10.5%
Q1 2016$946,0008,8950.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Cable Hill Partners, LLC 363,655$38,966,00029.83%
Permanens Capital L.P. 244,786$25,607,00025.23%
INR ADVISORY SERVICES LLC 1,033,330$108,097,00019.01%
VISTA CAPITAL PARTNERS, INC. 534,436$55,907,00017.30%
Edelman Financial Services, LLC 10,260,112$1,073,310,00016.74%
IBBOTSON ASSOCIATES INC 184,456$19,296,00014.90%
Waverly Advisors, LLC 279,887$29,279,00014.81%
INSPIRION WEALTH ADVISORS, LLC 175,172$18,325,00014.75%
Financial Planning & Information Services, Inc. 189,900$19,865,00012.81%
Noven Financial Group, Inc. 167,726$17,546,00012.64%
View complete list of VANGUARD INDEX FDS shareholders