CATALYST PRIVATE WEALTH, 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
CATALYST PRIVATE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$4,226,803
+17.0%
13,596
+2.5%
1.98%
-7.1%
Q3 2023$3,612,261
+1.5%
13,265
+5.4%
2.14%
-4.3%
Q2 2023$3,560,274
-17.5%
12,582
-27.3%
2.23%
-25.2%
Q1 2023$4,316,622
+17.5%
17,305
+0.4%
2.98%
-0.1%
Q4 2022$3,674,922
+140.7%
17,244
+141.6%
2.99%
+159.1%
Q3 2022$1,527,000
-28.2%
7,137
-25.3%
1.15%
-23.4%
Q2 2022$2,128,000
-27.8%
9,549
-6.8%
1.51%
+2.2%
Q1 2022$2,948,000
-14.2%
10,251
-4.3%
1.47%
-0.4%
Q4 2021$3,436,000
+17.6%
10,707
+6.3%
1.48%
+18.2%
Q3 2021$2,922,000
+8.0%
10,069
+6.7%
1.25%
-16.4%
Q2 2021$2,705,000
+23.1%
9,433
+10.4%
1.50%
-3.0%
Q1 2021$2,197,000
+3.4%
8,547
+1.9%
1.54%
-17.1%
Q4 2020$2,124,000
+9.8%
8,386
-1.3%
1.86%
-0.9%
Q3 2020$1,934,0008,4961.88%
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