RTD Financial Advisors, Inc. - 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
RTD Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$999,378
-8.9%
3,670
-5.4%
0.15%
-4.4%
Q2 2023$1,097,320
+13.4%
3,8780.0%0.16%
+6.7%
Q1 2023$967,329
+12.1%
3,878
-4.2%
0.15%
+6.4%
Q4 2022$862,882
-0.4%
4,0490.0%0.14%
-11.3%
Q3 2022$866,000
-4.1%
4,0490.0%0.16%
+14.4%
Q2 2022$903,000
-23.9%
4,049
-1.9%
0.14%
-13.1%
Q1 2022$1,187,000
-0.2%
4,127
+11.4%
0.16%
+2.6%
Q4 2021$1,189,0003,7040.16%
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