Ledge Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
Ledge Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,130,369
+13.9%
59,235
+18.3%
7.24%
+6.9%
Q2 2023$14,166,676
+51.1%
50,066
+33.2%
6.77%
+52.2%
Q1 2023$9,378,161
+250.8%
37,597
+199.7%
4.45%
+264.4%
Q4 2022$2,673,000
+17.3%
12,545
+17.8%
1.22%
-12.5%
Q3 2022$2,279,000
+912.9%
10,651
+954.6%
1.40%
+910.9%
Q2 2022$225,000
+10.3%
1,010
+42.7%
0.14%
+8.7%
Q1 2022$204,0007080.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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