North Star Investment Management Corp. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 924 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 1.2%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$385,433
+27.2%
1,031
+17.0%
0.03%
+27.3%
Q1 2024$303,082
+103.1%
881
+83.5%
0.02%
+100.0%
Q4 2023$149,222
+14.2%
4800.0%0.01%0.0%
Q3 2023$130,709
-3.8%
4800.0%0.01%0.0%
Q2 2023$135,821
+13.4%
4800.0%0.01%
+10.0%
Q1 2023$119,731
+17.0%
4800.0%0.01%
+11.1%
Q4 2022$102,293
-0.7%
4800.0%0.01%
-10.0%
Q3 2022$103,000
-3.7%
4800.0%0.01%0.0%
Q2 2022$107,000
-17.1%
480
+6.7%
0.01%0.0%
Q1 2022$129,000
-10.4%
4500.0%0.01%0.0%
Q4 2021$144,000
+9.9%
4500.0%0.01%
-9.1%
Q3 2021$131,000
+1.6%
4500.0%0.01%
+10.0%
Q2 2021$129,000
+11.2%
4500.0%0.01%
-9.1%
Q1 2021$116,000
+1.8%
4500.0%0.01%
-8.3%
Q4 2020$114,000
+11.8%
4500.0%0.01%0.0%
Q3 2020$102,000
+12.1%
4500.0%0.01%0.0%
Q2 2020$91,000
+28.2%
4500.0%0.01%
+9.1%
Q1 2020$71,000
-7.8%
450
+7.1%
0.01%
+37.5%
Q4 2019$77,000
+10.0%
4200.0%0.01%0.0%
Q3 2019$70,000
+45.8%
420
+35.5%
0.01%
+33.3%
Q1 2019$48,000
+14.3%
3100.0%0.01%
+20.0%
Q4 2018$42,000
-6.7%
310
+10.7%
0.01%0.0%
Q3 2018$45,000
+7.1%
2800.0%0.01%0.0%
Q2 2018$42,000
+44.8%
280
+35.9%
0.01%
+66.7%
Q1 2018$29,0000.0%2060.0%0.00%
-25.0%
Q4 2017$29,000
+7.4%
2060.0%0.00%
+33.3%
Q3 2017$27,000
+3.8%
2060.0%0.00%0.0%
Q2 2017$26,000
+4.0%
2060.0%0.00%0.0%
Q1 2017$25,000
+8.7%
2060.0%0.00%0.0%
Q4 2016$23,0000.0%2060.0%0.00%
-25.0%
Q3 2016$23,000
+4.5%
2060.0%0.00%0.0%
Q2 2016$22,0000.0%2060.0%0.00%0.0%
Q1 2016$22,0000.0%2060.0%0.00%0.0%
Q4 2015$22,000
+4.8%
2060.0%0.00%0.0%
Q3 2015$21,000
-4.5%
2060.0%0.00%0.0%
Q2 2015$22,0000.0%2060.0%0.00%0.0%
Q1 2015$22,0000.0%2060.0%0.00%0.0%
Q4 2014$22,000
+4.8%
2060.0%0.00%0.0%
Q3 2014$21,000
+5.0%
2060.0%0.00%0.0%
Q2 2014$20,000
+5.3%
2060.0%0.00%0.0%
Q1 2014$19,0002060.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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