Asset Dedication, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 563 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.57 and the average weighting 1.3%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,233
-4.4%
4,523
-0.7%
0.10%
-4.5%
Q2 2023$1,290
+10.7%
4,557
-2.3%
0.11%
+1.9%
Q1 2023$1,165
+16.7%
4,665
-0.4%
0.11%
+6.9%
Q4 2022$998
-99.9%
4,682
-6.2%
0.10%
-13.7%
Q3 2022$1,068,000
-25.8%
4,989
-0.4%
0.12%
-26.9%
Q1 2022$1,439,000
+14.3%
5,008
+27.6%
0.16%
+5.3%
Q4 2021$1,259,000
+29.1%
3,926
+17.0%
0.15%
+17.8%
Q3 2021$975,000
+58.0%
3,356
+55.9%
0.13%
+40.2%
Q2 2021$617,000
+210.1%
2,153
+176.7%
0.09%
+104.4%
Q1 2021$199,000
-52.0%
778
-52.5%
0.04%
-45.8%
Q4 2020$415,000
+11.6%
1,6380.0%0.08%
+1.2%
Q3 2020$372,000
+135.4%
1,638
+111.4%
0.08%
+90.7%
Q2 2020$158,000
+30.6%
775
+0.1%
0.04%
+19.4%
Q1 2020$121,000
-19.9%
774
-6.0%
0.04%
-16.3%
Q4 2019$151,000
+8.6%
823
-1.7%
0.04%
-6.5%
Q3 2019$139,000
-37.1%
837
-38.0%
0.05%
-35.2%
Q2 2019$221,000
+74.0%
1,350
+65.8%
0.07%
+61.4%
Q1 2019$127,000
+58.8%
814
+36.8%
0.04%
+33.3%
Q4 2018$80,000
-59.4%
595
-51.4%
0.03%
-55.4%
Q3 2018$197,000
+6.5%
1,225
-1.3%
0.07%
+17.5%
Q2 2018$185,000
+825.0%
1,241
+786.4%
0.06%
+530.0%
Q1 2018$20,000
-99.2%
140
-99.2%
0.01%
-99.0%
Q4 2017$2,499,000
+6.3%
17,763
+0.4%
1.01%
-11.2%
Q3 2017$2,351,000
+4.6%
17,7000.0%1.13%
+0.2%
Q2 2017$2,248,000
+17192.3%
17,700
+15426.3%
1.13%
+14037.5%
Q4 2016$13,0000.0%1140.0%0.01%0.0%
Q3 2016$13,000
+8.3%
1140.0%0.01%0.0%
Q2 2016$12,0000.0%114
+0.9%
0.01%
-11.1%
Q1 2016$12,000
-61.3%
113
-61.0%
0.01%
-55.0%
Q4 2015$31,0002900.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
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