MBE Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
MBE Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$328,630
-3.8%
1,2070.0%0.19%
+2.7%
Q2 2023$341,461
+11.1%
1,207
-2.0%
0.18%
+1.7%
Q1 2023$307,228
+10.0%
1,232
-6.0%
0.18%
+0.6%
Q4 2022$279,296
+1.2%
1,311
+1.5%
0.18%
-10.4%
Q3 2022$276,000
-2.1%
1,291
+2.0%
0.20%
+2.0%
Q2 2022$282,000
-24.0%
1,266
-1.9%
0.20%
-10.9%
Q1 2022$371,000
-12.5%
1,290
-2.4%
0.22%
+1.4%
Q4 2021$424,000
+8.2%
1,322
-2.2%
0.22%
+9.0%
Q3 2021$392,000
-1.0%
1,352
-2.1%
0.20%
-2.4%
Q2 2021$396,000
+10.3%
1,381
-1.1%
0.20%
+5.1%
Q1 2021$359,000
+18.1%
1,397
+16.1%
0.20%
-5.3%
Q4 2020$304,000
+98.7%
1,203
+23.0%
0.21%
+41.1%
Q1 2020$153,0009780.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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