Jackson Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 433 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 1.50 and the average weighting 1.5%.

Quarter-by-quarter ownership
Jackson Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$630,000
-18.9%
2,228
-28.5%
0.09%
-84.3%
Q1 2023$777,255
+62.9%
3,116
+39.9%
0.58%
+522.3%
Q3 2022$477,000
-84.8%
2,228
-77.1%
0.09%
-76.3%
Q4 2021$3,128,000
+7.7%
9,748
-3.7%
0.40%
+7.9%
Q2 2021$2,904,000
+58.2%
10,125
+41.7%
0.37%
+33.5%
Q1 2021$1,836,000
-57.3%
7,145
-57.9%
0.28%
-53.1%
Q4 2020$4,298,000
+2.3%
16,965
-8.1%
0.59%
-7.0%
Q3 2020$4,201,000
+1066.9%
18,458
+878.2%
0.63%
+950.0%
Q4 2019$360,000
-95.4%
1,887
-97.6%
0.06%
-98.0%
Q4 2015$7,781,000
+17.3%
77,147
+16.7%
3.08%
+29.5%
Q3 2015$6,631,000
-11.7%
66,115
-6.2%
2.38%
-6.5%
Q2 2015$7,509,000
+11.8%
70,484
+9.8%
2.54%
+17.4%
Q1 2015$6,717,00064,2132.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
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