Fairhaven Wealth Management, LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
Fairhaven Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$527,737
-3.8%
1,9380.0%0.21%0.0%
Q2 2023$548,376
+32.8%
1,9380.0%0.21%
+20.0%
Q4 2022$413,007
-1.4%
1,938
-1.1%
0.18%
-6.4%
Q3 2022$419,000
-4.1%
1,9600.0%0.19%
-8.8%
Q2 2022$437,000
-24.9%
1,960
-3.2%
0.20%
-13.1%
Q1 2022$582,000
-10.5%
2,0240.0%0.24%
-7.1%
Q4 2021$650,000
+9.8%
2,024
-0.8%
0.25%
+4.1%
Q3 2021$592,000
+64.9%
2,040
+62.8%
0.24%
+70.6%
Q2 2021$359,000
+5.6%
1,253
-5.3%
0.14%0.0%
Q1 2021$340,000
+4.0%
1,323
+2.5%
0.14%
-0.7%
Q4 2020$327,000
+58.7%
1,291
+42.3%
0.14%
+18.0%
Q3 2020$206,0009070.12%
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