Investments & Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Investments & Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,266,692
-5.6%
4,652
-1.9%
1.13%
-2.8%
Q2 2023$1,341,855
+13.0%
4,742
-0.4%
1.16%
+6.6%
Q1 2023$1,188,006
+17.2%
4,763
+0.1%
1.09%
+9.7%
Q4 2022$1,013,932
-4.1%
4,758
+0.3%
0.99%
-8.7%
Q2 2022$1,057,000
-19.1%
4,743
+4.3%
1.09%
-4.7%
Q1 2022$1,307,000
-0.1%
4,546
+0.2%
1.14%
-2.6%
Q4 2021$1,308,0004,5361.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders