Cedar Brook Financial Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,252,584
-32.9%
4,600
-30.3%
0.33%
-26.4%
Q2 2023$1,866,067
+16.6%
6,595
+2.8%
0.44%
+8.0%
Q1 2023$1,600,807
+12.9%
6,418
-3.6%
0.41%
+2.8%
Q4 2022$1,418,492
-16.4%
6,656
-16.1%
0.40%
-26.6%
Q3 2022$1,696,838
-8.5%
7,931
-4.6%
0.54%
-6.2%
Q2 2022$1,854,000
-23.2%
8,317
-0.9%
0.58%
-7.2%
Q1 2022$2,414,000
-12.1%
8,395
-1.9%
0.63%
-11.1%
Q4 2021$2,747,000
+24.1%
8,560
+12.2%
0.70%
+6.0%
Q3 2021$2,213,000
-6.0%
7,628
-7.1%
0.66%
-2.4%
Q2 2021$2,354,000
+17.5%
8,207
+5.3%
0.68%
-2.0%
Q1 2021$2,003,000
+19.9%
7,791
+18.1%
0.69%
+17.4%
Q4 2020$1,671,000
+25.3%
6,595
+12.5%
0.59%
+12.8%
Q3 2020$1,334,000
+26.8%
5,861
+12.6%
0.52%
+11.7%
Q2 2020$1,052,000
+15.7%
5,205
-10.3%
0.47%
-7.1%
Q1 2020$909,000
-17.9%
5,801
-4.5%
0.50%
+7.4%
Q4 2019$1,107,000
+19.8%
6,074
+9.3%
0.47%
+15.5%
Q3 2019$924,000
-5.7%
5,559
-7.3%
0.41%
-10.0%
Q2 2019$980,000
+14.0%
5,998
+9.1%
0.45%
+8.1%
Q1 2019$860,000
+1.9%
5,497
-12.5%
0.42%
-18.4%
Q4 2018$844,0006,2830.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders