GeoWealth Management, LLC - 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
GeoWealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,627
+15977.1%
20,666
+16839.3%
0.64%
+15850.0%
Q2 2023$35
-85.5%
122
-89.2%
0.00%
-84.0%
Q4 2022$241
-100.0%
1,129
-96.3%
0.02%
-96.8%
Q1 2022$8,780,000
-67.7%
30,525
-64.0%
0.77%
-65.2%
Q4 2021$27,223,000
-16.7%
84,833
-24.7%
2.22%
-17.6%
Q3 2021$32,699,000
+40269.1%
112,694
+39862.4%
2.70%
+26860.0%
Q2 2021$81,000
+62.0%
282
+46.1%
0.01%
+25.0%
Q1 2021$50,000
-96.4%
193
-96.5%
0.01%
-96.4%
Q4 2020$1,402,000
-92.5%
5,480
-95.1%
0.22%
-94.7%
Q3 2019$18,724,000112,6054.21%
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