HERON FINANCIAL GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
HERON FINANCIAL GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$10,262,393
+10.0%
36,268
-3.0%
5.53%
+7.5%
Q1 2023$9,328,308
+9.0%
37,397
-6.5%
5.14%
-2.8%
Q3 2022$8,558,000
+5.9%
40,000
+10.3%
5.29%
+7.9%
Q2 2022$8,082,000
-16.3%
36,258
+8.0%
4.90%
-2.4%
Q1 2022$9,659,000
+0.6%
33,586
+2.5%
5.02%
-2.8%
Q4 2021$9,603,000
+2.3%
32,751
+1.2%
5.17%
-1.1%
Q3 2021$9,387,000
+8.4%
32,349
+7.2%
5.23%
+5.7%
Q2 2021$8,657,000
+10.4%
30,184
+0.6%
4.94%
+4.0%
Q1 2021$7,841,000
+20.4%
29,999
+17.1%
4.76%
+5.7%
Q4 2020$6,515,000
+10.3%
25,624
+0.0%
4.50%
-4.9%
Q3 2020$5,908,000
+3.6%
25,621
-4.5%
4.73%
-7.3%
Q2 2020$5,700,000
+20.3%
26,822
-1.5%
5.10%
+4.8%
Q1 2020$4,737,000
-10.7%
27,227
+1.3%
4.87%
+10.9%
Q4 2019$5,305,00026,8894.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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