SHEPHERD KAPLAN KROCHUK, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
SHEPHERD KAPLAN KROCHUK, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$912,784
-3.7%
3,352
+0.1%
0.79%
+5.9%
Q2 2023$947,441
+369.0%
3,348
+376.2%
0.75%
+885.5%
Q1 2022$202,000
-10.6%
7030.0%0.08%
-6.2%
Q4 2021$226,000
+10.8%
7030.0%0.08%
+8.0%
Q3 2021$204,000
+1.0%
7030.0%0.08%
+4.2%
Q2 2021$202,0007030.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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