Executive Wealth Management, 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
Executive Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$689,886
+6.6%
2,533
+10.8%
0.07%
+6.0%
Q2 2023$647,321
+35.7%
2,287
+19.6%
0.07%
+26.4%
Q1 2023$477,007
-6.3%
1,912
-19.9%
0.05%
-15.9%
Q4 2022$508,989
+19.2%
2,388
+459.3%
0.06%
+6.8%
Q3 2022$427,000
+7.6%
427
-76.0%
0.06%
+11.3%
Q2 2022$397,000
-22.3%
1,781
+0.1%
0.05%
-3.6%
Q1 2022$511,000
-18.2%
1,779
-8.7%
0.06%
-11.3%
Q4 2021$625,000
+21.6%
1,949
+10.0%
0.06%
+8.8%
Q3 2021$514,000
+1.4%
1,772
+0.1%
0.06%
+1.8%
Q2 2021$507,000
+11.7%
1,770
+0.2%
0.06%
+5.7%
Q1 2021$454,000
+0.7%
1,766
-0.8%
0.05%
-3.6%
Q4 2020$451,000
+12.5%
1,780
+0.9%
0.06%0.0%
Q3 2020$401,000
+14.9%
1,764
+2.0%
0.06%
+5.8%
Q2 2020$349,000
+11.5%
1,729
-13.6%
0.05%
-7.1%
Q1 2020$313,000
-88.3%
2,001
-86.3%
0.06%
-84.7%
Q4 2019$2,669,000
-20.9%
14,655
-27.8%
0.36%
-28.7%
Q3 2019$3,374,000
-2.2%
20,297
-3.9%
0.51%
+4.9%
Q2 2019$3,450,000
+499.0%
21,118
+473.5%
0.49%
+373.8%
Q1 2019$576,000
-73.3%
3,682
-77.1%
0.10%
-72.9%
Q4 2018$2,159,00016,0700.38%
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