Wealth Dimensions Group, Ltd. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
Wealth Dimensions Group, Ltd. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$590,008
+0.7%
2,167
+4.6%
0.21%
+0.5%
Q2 2023$585,917
+13.4%
2,0710.0%0.21%
+6.5%
Q1 2023$516,507
+28.0%
2,071
+9.3%
0.20%
+21.2%
Q4 2022$403,559
-3.5%
1,894
-3.1%
0.16%
-20.3%
Q3 2022$418,000
-18.2%
1,954
-14.8%
0.21%
-14.8%
Q2 2022$511,000
-22.8%
2,294
-0.3%
0.24%
-20.6%
Q1 2022$662,000
+8.9%
2,301
+21.5%
0.31%
+2.7%
Q4 2021$608,000
+10.7%
1,8940.0%0.30%
-15.1%
Q3 2021$549,000
+0.4%
1,894
-0.7%
0.35%
-5.4%
Q2 2021$547,000
+7.3%
1,907
-3.8%
0.37%
-6.3%
Q1 2021$510,000
+6.9%
1,983
+5.3%
0.40%
-3.9%
Q4 2020$477,0001,8830.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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