9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

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Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$758,792
-3.8%
2,7870.0%0.15%0.0%
Q2 2023$788,468
+13.4%
2,7870.0%0.15%
+5.7%
Q1 2023$695,065
+22.1%
2,787
+4.3%
0.14%
+13.8%
Q4 2022$569,323
-2.7%
2,672
-2.3%
0.12%
-18.0%
Q3 2022$585,000
-9.0%
2,734
-5.2%
0.15%
-9.1%
Q2 2022$643,000
-22.4%
2,8840.0%0.16%
-14.1%
Q1 2022$829,000
-10.4%
2,884
+0.0%
0.19%
-9.4%
Q4 2021$925,000
+12.9%
2,883
+2.2%
0.21%
-3.2%
Q3 2021$819,000
+1.2%
2,8220.0%0.22%
+0.5%
Q2 2021$809,000
+11.6%
2,8220.0%0.22%0.0%
Q1 2021$725,000
+1.4%
2,8220.0%0.22%
-6.4%
Q4 2020$715,000
+14.8%
2,8220.0%0.23%
-0.9%
Q3 2020$623,000
+8.9%
2,822
-0.3%
0.24%
+1.3%
Q2 2020$572,000
+0.5%
2,831
-11.9%
0.23%
-7.2%
Q1 2020$569,000
+66.4%
3,215
+71.1%
0.25%
+100.0%
Q4 2019$342,000–1,879–0.12%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 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