XML Financial, 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
XML Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$567,011
-3.4%
2,082
+0.4%
0.07%0.0%
Q2 2023$586,821
+2.3%
2,074
-9.8%
0.07%
-2.9%
Q1 2023$573,572
+17.1%
2,299
+0.0%
0.07%
+12.9%
Q4 2022$489,632
-24.3%
2,298
-24.0%
0.06%
-31.1%
Q3 2022$647,000
+50.5%
3,022
+56.5%
0.09%
-7.2%
Q2 2022$430,000
-15.7%
1,931
+8.9%
0.10%
+59.0%
Q1 2022$510,000
-14.1%
1,773
-4.2%
0.06%
-15.3%
Q4 2021$594,000
+12.7%
1,850
+1.8%
0.07%
+2.9%
Q3 2021$527,000
+1.7%
1,817
+0.7%
0.07%
-38.6%
Q2 2021$518,000
+11.6%
1,805
+0.1%
0.11%
+0.9%
Q1 2021$464,000
+1.5%
1,804
+0.1%
0.11%
-4.2%
Q4 2020$457,000
+105.9%
1,802
+84.4%
0.12%
+71.0%
Q3 2020$222,000
-7.1%
977
-17.3%
0.07%
-16.9%
Q2 2020$239,0001,1820.08%
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