Tri-Star Advisors Inc. - 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
Tri-Star Advisors Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$256,000
-17.9%
1,181
-14.7%
0.13%
-13.9%
Q2 2022$312,000
-31.4%
1,385
-23.0%
0.15%
-28.1%
Q1 2022$455,000
-25.7%
1,799
-9.6%
0.21%
-18.3%
Q4 2021$612,000
-3.5%
1,990
-6.0%
0.26%
-7.9%
Q3 2021$634,000
+3.8%
2,118
-0.6%
0.28%
+1.5%
Q2 2021$611,000
+3.0%
2,131
-0.7%
0.28%
-4.2%
Q1 2021$593,000
+8.4%
2,146
-0.3%
0.29%
-5.0%
Q4 2020$547,000
+4.6%
2,152
-1.8%
0.30%
-7.6%
Q3 2020$523,000
-24.4%
2,192
-33.1%
0.33%
-28.0%
Q2 2020$692,0003,2780.45%
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