Beacon Financial Advisory 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
Beacon Financial Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$668,647
+55.5%
2,455
+61.6%
0.37%
+49.4%
Q2 2023$429,936
+21.4%
1,519
+7.0%
0.25%
+9.8%
Q1 2023$354,286
+73.2%
1,420
+47.9%
0.22%
+54.1%
Q4 2022$204,586
-0.7%
960
-0.1%
0.15%
-0.7%
Q3 2022$206,000
-28.7%
961
-4.4%
0.15%
+6.5%
Q1 2022$289,000
-8.8%
1,005
+1.8%
0.14%
-5.5%
Q4 2021$317,000
+8.6%
987
-1.8%
0.15%
-3.9%
Q3 2021$292,0001,0050.15%
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