Iron Horse Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$352,369
+7.1%
1,294
+11.3%
0.17%
+6.8%
Q2 2023$329,082
+13.4%
1,1630.0%0.16%
+11.7%
Q1 2023$290,099
+99934.1%
1,163
-14.7%
0.14%
-7.6%
Q4 2022$290
-99.8%
1,363
+118.4%
0.16%
-18.7%
Q3 2022$134,000
-55.9%
624
-54.2%
0.19%
+11.6%
Q2 2022$304,000
-22.4%
1,3630.0%0.17%
-19.5%
Q1 2022$392,000
-22.4%
1,363
-13.4%
0.22%
-24.3%
Q4 2021$505,000
+10.5%
1,5740.0%0.28%
+0.4%
Q3 2021$457,000
-1.9%
1,574
-3.1%
0.28%
-7.8%
Q2 2021$466,000
+11.5%
1,624
-0.1%
0.31%
-1.9%
Q1 2021$418,000
+1.7%
1,625
+0.1%
0.31%
-4.9%
Q4 2020$411,0001,6240.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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