Trek Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$34,973,653
+1.9%
128,433
+5.9%
3.20%
+5.7%
Q2 2023$34,324,268
+230.3%
121,304
+191.2%
3.02%
+212.1%
Q1 2023$10,390,770
+1068.1%
41,656
+898.0%
0.97%
+988.8%
Q4 2022$889,521
+13.7%
4,174
+14.2%
0.09%
+8.5%
Q3 2022$782,000
-3.7%
3,654
+0.4%
0.08%
-1.2%
Q2 2022$812,000
-24.4%
3,641
-2.5%
0.08%
-10.8%
Q1 2022$1,074,000
-10.1%
3,733
+0.2%
0.09%
-16.2%
Q4 2021$1,195,000
+7.6%
3,724
-2.7%
0.11%
-3.5%
Q3 2021$1,111,000
-1.0%
3,829
-2.1%
0.12%
-5.0%
Q2 2021$1,122,000
+12.1%
3,911
+0.5%
0.12%
+1.7%
Q1 2021$1,001,000
-2.4%
3,893
-3.8%
0.12%
-10.5%
Q4 2020$1,026,000
+12.0%
4,048
+0.5%
0.13%
-5.0%
Q3 2020$916,000
+8.8%
4,026
-3.3%
0.14%
+4.5%
Q2 2020$842,000
+105.9%
4,164
+59.5%
0.13%
+34.0%
Q1 2020$409,000
-32.6%
2,611
-42.2%
0.10%
-14.5%
Q4 2018$607,0004,5190.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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