Adero Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$377,939
+48.1%
1,388
+53.9%
0.04%
+44.0%
Q2 2023$255,230
+13.4%
9020.0%0.02%0.0%
Q1 2023$224,995
+12.5%
9020.0%0.02%0.0%
Q3 2022$200,000
-2.0%
9020.0%0.02%
-13.8%
Q2 2022$204,000
-21.2%
9020.0%0.03%
-23.7%
Q1 2022$259,000
-10.4%
9020.0%0.04%
-19.1%
Q4 2021$289,000
+10.3%
9020.0%0.05%0.0%
Q3 2021$262,000
+1.2%
9020.0%0.05%
-21.7%
Q2 2021$259,000
+11.6%
9020.0%0.06%
-42.3%
Q1 2021$232,000
+1.3%
9020.0%0.10%
-46.9%
Q4 2020$229,0009020.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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