Lokken Investment Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 6 filers reported holding VANGUARD INDEX FDS in Q1 2012. The put-call ratio across all filers is - and the average weighting 2.2%.

Quarter-by-quarter ownership
Lokken Investment Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,410,295
-2.7%
34,557
+1.1%
6.17%
-2.2%
Q2 2023$9,674,731
+25.6%
34,191
+10.7%
6.31%
+7.8%
Q1 2023$7,703,212
+24.7%
30,882
+6.5%
5.85%
+20.0%
Q4 2022$6,178,242
+5.2%
28,991
+5.6%
4.88%
-3.7%
Q3 2022$5,875,000
-2.5%
27,458
+1.5%
5.06%
+3.7%
Q2 2022$6,027,000
-9.5%
27,040
+1.7%
4.89%
-7.5%
Q1 2022$6,660,000
-34.6%
26,579
-16.3%
5.28%
-27.3%
Q4 2021$10,190,000
+12.2%
31,753
+1.4%
7.27%
+0.9%
Q3 2021$9,084,000
-2.0%
31,307
-3.1%
7.20%
-4.4%
Q2 2021$9,270,000
+9.7%
32,321
-1.7%
7.53%
+0.9%
Q1 2021$8,453,000
+0.9%
32,886
-0.6%
7.46%
-2.5%
Q4 2020$8,379,000
-0.9%
33,074
+0.6%
7.65%
+2.5%
Q1 2012$8,453,00032,8867.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2012
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