MV CAPITAL MANAGEMENT, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
MV CAPITAL MANAGEMENT, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,335,136
-3.8%
4,9030.0%0.18%
-3.3%
Q2 2023$1,387,353
+14.5%
4,903
+0.9%
0.18%
+8.2%
Q1 2023$1,211,531
+17.0%
4,8570.0%0.17%
+6.2%
Q4 2022$1,035,075
-0.4%
4,8570.0%0.16%
-10.6%
Q3 2022$1,039,000
-5.6%
4,857
-1.7%
0.18%
-4.3%
Q2 2022$1,101,000
+7.3%
4,940
+38.5%
0.19%
+20.6%
Q1 2022$1,026,000
-10.4%
3,5680.0%0.16%
-7.2%
Q4 2021$1,145,000
+10.6%
3,5680.0%0.17%
-2.3%
Q3 2021$1,035,000
+1.7%
3,568
+0.5%
0.17%
-1.2%
Q2 2021$1,018,000
+11.6%
3,5500.0%0.17%
+3.6%
Q1 2021$912,000
-0.4%
3,550
-1.8%
0.17%
-4.0%
Q4 2020$916,000
+0.1%
3,615
-10.1%
0.17%
-8.4%
Q3 2020$915,000
+13.4%
4,020
+0.7%
0.19%0.0%
Q2 2020$807,000
+63.0%
3,991
+26.3%
0.19%
+47.3%
Q1 2020$495,000
-2.8%
3,160
+13.2%
0.13%
+17.3%
Q4 2019$509,000
+9.7%
2,7920.0%0.11%
+3.8%
Q3 2019$464,000
+1.8%
2,7920.0%0.11%
+1.0%
Q2 2019$456,000
+4.3%
2,7920.0%0.10%0.0%
Q1 2019$437,000
+74.8%
2,792
+49.9%
0.10%
+50.0%
Q4 2018$250,0001,8630.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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