Financial Advocates Investment Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,346,841
+1.6%
63,703
+5.6%
1.25%
+2.5%
Q2 2023$17,068,056
+12.1%
60,320
-1.2%
1.22%
+11.2%
Q1 2023$15,228,865
-7.5%
61,052
-21.0%
1.10%
-10.8%
Q4 2022$16,464,865
+6.5%
77,260
+6.9%
1.23%
-3.8%
Q3 2022$15,458,000
-5.9%
72,291
-1.9%
1.28%
-4.3%
Q2 2022$16,430,000
-3.4%
73,716
+24.7%
1.33%
+19.0%
Q1 2022$17,006,000
+11.3%
59,132
+24.0%
1.12%
+16.5%
Q4 2021$15,280,000
-15.0%
47,700
-23.0%
0.96%
-20.8%
Q3 2021$17,985,000
+5.5%
61,980
+4.3%
1.22%
+6.7%
Q2 2021$17,050,000
+18.3%
59,450
+6.0%
1.14%
+11.4%
Q1 2021$14,413,000
-1.3%
56,074
-5.4%
1.02%
+2.3%
Q4 2020$14,606,000
+16.8%
59,250
+7.8%
1.00%
-6.5%
Q3 2020$12,508,000
+24.3%
54,955
+10.3%
1.07%
+11.9%
Q2 2020$10,066,000
+27.2%
49,810
-1.4%
0.95%
-15.5%
Q1 2020$7,915,000
-8.1%
50,513
+6.8%
1.13%
+23.0%
Q4 2019$8,617,000
+21.5%
47,299
+10.9%
0.92%
+13.3%
Q3 2019$7,090,000
+8.2%
42,636
+6.3%
0.81%
+6.7%
Q2 2019$6,551,000
+9.4%
40,094
+4.7%
0.76%
+1.9%
Q1 2019$5,989,000
+27.1%
38,287
+9.1%
0.74%
+15.9%
Q4 2018$4,713,000
-21.4%
35,085
-5.8%
0.64%
-4.0%
Q3 2018$5,999,000
+4.3%
37,252
-2.6%
0.67%
-3.9%
Q2 2018$5,752,000
+6.3%
38,255
+0.3%
0.70%
-1.0%
Q1 2018$5,413,000
+1.7%
38,152
+0.8%
0.70%
-3.2%
Q4 2017$5,325,00037,8590.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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