North Star Investment Management Corp. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$130,709
-3.8%
4800.0%0.01%0.0%
Q2 2023$135,821
+13.4%
4800.0%0.01%
+10.0%
Q1 2023$119,731
+17.0%
4800.0%0.01%
+11.1%
Q4 2022$102,293
-0.7%
4800.0%0.01%
-10.0%
Q3 2022$103,000
-3.7%
4800.0%0.01%0.0%
Q2 2022$107,000
-17.1%
480
+6.7%
0.01%0.0%
Q1 2022$129,000
-10.4%
4500.0%0.01%0.0%
Q4 2021$144,000
+9.9%
4500.0%0.01%
-9.1%
Q3 2021$131,000
+1.6%
4500.0%0.01%
+10.0%
Q2 2021$129,000
+11.2%
4500.0%0.01%
-9.1%
Q1 2021$116,000
+1.8%
4500.0%0.01%
-8.3%
Q4 2020$114,000
+11.8%
4500.0%0.01%0.0%
Q3 2020$102,000
+12.1%
4500.0%0.01%0.0%
Q2 2020$91,000
+28.2%
4500.0%0.01%
+9.1%
Q1 2020$71,000
-7.8%
450
+7.1%
0.01%
+37.5%
Q4 2019$77,000
+10.0%
4200.0%0.01%0.0%
Q3 2019$70,000
+45.8%
420
+35.5%
0.01%
+33.3%
Q1 2019$48,000
+14.3%
3100.0%0.01%
+20.0%
Q4 2018$42,000
-6.7%
310
+10.7%
0.01%0.0%
Q3 2018$45,000
+7.1%
2800.0%0.01%0.0%
Q2 2018$42,000
+44.8%
280
+35.9%
0.01%
+66.7%
Q1 2018$29,0000.0%2060.0%0.00%
-25.0%
Q4 2017$29,000
+7.4%
2060.0%0.00%
+33.3%
Q3 2017$27,000
+3.8%
2060.0%0.00%0.0%
Q2 2017$26,000
+4.0%
2060.0%0.00%0.0%
Q1 2017$25,000
+8.7%
2060.0%0.00%0.0%
Q4 2016$23,0000.0%2060.0%0.00%
-25.0%
Q3 2016$23,000
+4.5%
2060.0%0.00%0.0%
Q2 2016$22,0000.0%2060.0%0.00%0.0%
Q1 2016$22,0000.0%2060.0%0.00%0.0%
Q4 2015$22,000
+4.8%
2060.0%0.00%0.0%
Q3 2015$21,000
-4.5%
2060.0%0.00%0.0%
Q2 2015$22,0000.0%2060.0%0.00%0.0%
Q1 2015$22,0000.0%2060.0%0.00%0.0%
Q4 2014$22,000
+4.8%
2060.0%0.00%0.0%
Q3 2014$21,000
+5.0%
2060.0%0.00%0.0%
Q2 2014$20,000
+5.3%
2060.0%0.00%0.0%
Q1 2014$19,0002060.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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