MARSHALL FINANCIAL GROUP INC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
MARSHALL FINANCIAL GROUP INC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,258,835
-8.9%
30,329
-5.3%
3.36%
-3.2%
Q2 2023$9,066,965
+25.0%
32,043
+10.2%
3.48%
+17.9%
Q1 2023$7,251,466
+51.0%
29,071
+29.0%
2.95%
+42.8%
Q4 2022$4,803,840
-8.7%
22,542
-8.3%
2.06%
-17.0%
Q3 2022$5,259,000
+23.0%
24,579
+28.1%
2.49%
+28.0%
Q2 2022$4,275,000
+48.2%
19,180
+91.2%
1.94%
+68.9%
Q1 2022$2,885,000
+12.9%
10,030
+25.9%
1.15%
+16.2%
Q4 2021$2,556,000
+23.3%
7,964
+11.4%
0.99%
+13.5%
Q3 2021$2,073,000
+1.8%
7,146
+0.7%
0.87%
+0.7%
Q2 2021$2,036,000
+13.4%
7,099
+1.6%
0.87%
+6.3%
Q1 2021$1,795,000
-15.1%
6,984
-16.3%
0.82%
-21.3%
Q4 2020$2,114,000
+31.6%
8,343
+18.2%
1.04%
+9.1%
Q3 2020$1,606,000
+4.4%
7,056
-7.3%
0.95%
-7.1%
Q2 2020$1,538,000
+58.6%
7,610
+22.9%
1.02%
+30.2%
Q1 2020$970,000
+42.0%
6,190
+65.1%
0.78%
+70.1%
Q4 2019$683,000
+53.5%
3,750
+40.2%
0.46%
+36.0%
Q3 2019$445,000
+1.8%
2,6750.0%0.34%
+1.8%
Q2 2019$437,000
+4.5%
2,6750.0%0.33%
-2.6%
Q1 2019$418,000
+16.4%
2,6750.0%0.34%
+0.6%
Q4 2018$359,0002,6750.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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