Topel & Distasi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,015,251
-8.3%
51,468
-4.8%
7.35%
-4.5%
Q2 2023$15,291,158
+11.0%
54,040
-2.2%
7.69%
+7.0%
Q1 2023$13,779,564
+11.6%
55,242
-4.7%
7.19%
+4.0%
Q4 2022$12,347,593
-5.4%
57,940
+0.9%
6.92%
-4.1%
Q3 2022$13,057,000
+2.9%
57,450
+0.9%
7.21%
-1.9%
Q2 2022$12,695,000
-8.4%
56,956
+18.1%
7.35%
+26.5%
Q1 2022$13,865,000
-4.7%
48,208
+6.4%
5.81%
-2.1%
Q4 2021$14,542,00045,3165.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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