WALLER FINANCIAL PLANNING GROUP, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.

Quarter-by-quarter ownership
WALLER FINANCIAL PLANNING GROUP, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$622,229
+10.5%
2,002
-3.2%
0.16%0.0%
Q3 2023$563,003
-4.8%
2,068
-1.1%
0.16%
+0.6%
Q2 2023$591,530
+3.4%
2,091
-8.8%
0.16%
+0.6%
Q1 2023$571,843
-12.5%
2,293
-25.3%
0.16%
-14.7%
Q4 2022$653,717
-2.7%
3,068
-2.4%
0.19%
-7.8%
Q3 2022$672,000
+3.9%
3,142
+8.2%
0.21%
+9.0%
Q2 2022$647,000
-23.1%
2,905
-0.7%
0.19%
-15.2%
Q1 2022$841,000
-12.3%
2,925
-2.2%
0.22%
-7.1%
Q4 2021$959,000
+10.2%
2,990
-0.2%
0.24%
+3.9%
Q3 2021$870,000
+1.2%
2,9970.0%0.23%
+0.4%
Q2 2021$860,000
+14.2%
2,997
+2.3%
0.23%
+6.5%
Q1 2021$753,000
+1.5%
2,9290.0%0.22%
-6.5%
Q4 2020$742,000
-0.8%
2,929
-10.8%
0.23%
-15.7%
Q3 2020$748,000
+12.7%
3,2850.0%0.27%
+5.8%
Q2 2020$664,000
-0.9%
3,285
-23.1%
0.26%
-26.0%
Q1 2020$670,000
-16.8%
4,274
-3.3%
0.35%
-13.4%
Q4 2019$805,000
+6.8%
4,4190.0%0.40%
+1.3%
Q3 2019$754,000
-14.8%
4,419
-16.1%
0.40%
-18.9%
Q2 2019$885,000
-17.2%
5,264
-20.6%
0.49%
-20.4%
Q1 2019$1,069,000
+10.7%
6,629
-7.9%
0.62%
-7.5%
Q4 2018$966,0007,1940.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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