PIN OAK INVESTMENT ADVISORS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.

Quarter-by-quarter ownership
PIN OAK INVESTMENT ADVISORS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$116
-14.7%
309
-21.6%
0.11%
-15.3%
Q1 2024$136
+11.5%
3940.0%0.13%
+5.6%
Q4 2023$122
+14.0%
3940.0%0.12%
+3.3%
Q3 2023$107
-3.6%
3940.0%0.12%
-2.4%
Q2 2023$111
+9.9%
394
-2.2%
0.12%
-1.6%
Q1 2023$101
+53.0%
403
+30.4%
0.12%
+54.3%
Q4 2022$66
-99.9%
3090.0%0.08%
-2.4%
Q3 2022$66,000
-4.3%
3090.0%0.08%
-1.2%
Q2 2022$69,000
-22.5%
3090.0%0.08%
-11.6%
Q1 2022$89,000
-10.1%
3090.0%0.10%
-5.0%
Q4 2021$99,000
+10.0%
3090.0%0.10%
+1.0%
Q3 2021$90,000
+1.1%
3090.0%0.10%
+8.8%
Q2 2021$89,000
+12.7%
3090.0%0.09%
+35.8%
Q1 2021$79,000
+1.3%
3090.0%0.07%
+4.7%
Q4 2020$78,000
+11.4%
3090.0%0.06%
-4.5%
Q3 2020$70,000
+12.9%
3090.0%0.07%
+15.5%
Q2 2020$62,000
+29.2%
3090.0%0.06%
+16.0%
Q1 2020$48,000
-14.3%
3090.0%0.05%
+11.1%
Q4 2019$56,000
+9.8%
3090.0%0.04%
+7.1%
Q3 2019$51,000
+2.0%
3090.0%0.04%
+7.7%
Q2 2019$50,000
+4.2%
3090.0%0.04%
+2.6%
Q1 2019$48,000
+14.3%
3090.0%0.04%
+2.7%
Q4 2018$42,000
-16.0%
3090.0%0.04%
-2.6%
Q3 2018$50,000
+8.7%
3090.0%0.04%
+11.8%
Q2 2018$46,000
-56.6%
309
-58.6%
0.03%
-60.5%
Q1 2018$106,000
+146.5%
746
+141.4%
0.09%
+160.6%
Q4 2017$43,0003090.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Trust Co of Tennessee 256,175$95,811,39634.28%
Rezny Wealth Management, Inc. 318,706$119,199,23131.88%
GOLDEN ROAD ADVISORS LLC 97,307$37,787,38731.16%
Fee-Only Financial Planning, L.C. 118,864$44,456,13829.93%
Safeguard Financial, LLC 283,568$106,057,13329.49%
Balentine LLC 1,720,031$643,308,76929.24%
Dougherty Wealth Advisers LLC 88,938$33,263,70129.07%
STEVENS CAPITAL PARTNERS 143,528$53,680,78127.70%
Blackston Financial Advisory Group, LLC 155,977$46,287,14325.90%
Mill Creek Capital Advisors, LLC 2,663,497$996,174,63425.36%
View complete list of VANGUARD INDEX FDS shareholders