Leonard Rickey Investment Advisors P.L.L.C. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
Leonard Rickey Investment Advisors P.L.L.C. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,270,279
+32.6%
37,715
+37.8%
3.36%
+15.2%
Q2 2023$7,747,185
+9.7%
27,379
-3.3%
2.92%
+6.0%
Q1 2023$7,060,801
+6.2%
28,307
-9.3%
2.75%
-2.1%
Q4 2022$6,649,449
-0.8%
31,202
-0.4%
2.81%
-10.5%
Q3 2022$6,704,000
-6.9%
31,335
-3.0%
3.14%
-0.2%
Q2 2022$7,200,000
-23.5%
32,304
-1.3%
3.15%
-12.2%
Q1 2022$9,415,000
-13.8%
32,737
-3.8%
3.59%
-10.4%
Q4 2021$10,924,000
+15.2%
34,041
+4.2%
4.00%
+0.6%
Q3 2021$9,481,000
-0.1%
32,674
+1.6%
3.98%
-3.0%
Q2 2021$9,493,000
+12.7%
32,173
-1.8%
4.10%
+21.4%
Q1 2021$8,423,000
-7.5%
32,767
-8.9%
3.38%
-18.5%
Q4 2020$9,110,000
+14.6%
35,961
+3.0%
4.15%
-16.6%
Q3 2020$7,950,000
-3.6%
34,927
-14.4%
4.97%
-7.3%
Q2 2020$8,246,000
+29.8%
40,804
+0.6%
5.37%
+8.9%
Q1 2020$6,354,000
-12.9%
40,552
+1.2%
4.93%
+11.9%
Q4 2019$7,297,000
+13.2%
40,055
+3.3%
4.41%
+2.8%
Q3 2019$6,447,000
-0.4%
38,774
-2.1%
4.29%
-1.5%
Q2 2019$6,471,000
+10.3%
39,605
+5.5%
4.35%
+2.5%
Q1 2019$5,869,000
+16.3%
37,523
-0.1%
4.25%
+2.0%
Q4 2018$5,046,000
-17.2%
37,562
-0.7%
4.16%
-6.4%
Q3 2018$6,094,000
+8.1%
37,841
+0.6%
4.45%
+4.5%
Q2 2018$5,635,000
+8.4%
37,612
+2.7%
4.26%
+4.9%
Q1 2018$5,198,000
+1.4%
36,639
+0.6%
4.06%
+3.4%
Q4 2017$5,124,00036,4303.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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