Avidian Wealth Solutions, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 938 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,093,187
+13.1%
10,944
+4.0%
0.17%
-3.4%
Q1 2024$3,620,660
+18.9%
10,519
+7.4%
0.18%
-5.9%
Q4 2023$3,045,028
+13.3%
9,795
-0.8%
0.19%
-1.1%
Q3 2023$2,687,708
+14.7%
9,870
+19.2%
0.19%
+23.5%
Q2 2023$2,343,898
+32.7%
8,283
+17.0%
0.15%
+57.7%
Q1 2023$1,765,933
+74.4%
7,080
+49.0%
0.10%
+47.0%
Q4 2022$1,012,773
-8.2%
4,752
-7.8%
0.07%
-17.5%
Q3 2022$1,103,000
+8.7%
5,156
+13.2%
0.08%
+11.1%
Q2 2022$1,015,000
-19.7%
4,553
+3.6%
0.07%
-6.5%
Q1 2022$1,264,000
-12.8%
4,396
-2.7%
0.08%
-14.4%
Q4 2021$1,449,000
+10.6%
4,5160.0%0.09%
-10.0%
Q3 2021$1,310,000
-12.1%
4,516
-13.1%
0.10%
-12.3%
Q2 2021$1,491,000
+15.0%
5,199
+3.1%
0.11%
+3.6%
Q1 2021$1,297,000
+1.5%
5,0440.0%0.11%
-9.1%
Q4 2020$1,278,000
+22.8%
5,044
+10.3%
0.12%
+53.2%
Q3 2020$1,041,000
+61.6%
4,575
+43.5%
0.08%
-9.2%
Q2 2020$644,000
+143.0%
3,188
+88.6%
0.09%
+102.3%
Q1 2020$265,000
-21.4%
1,690
-8.7%
0.04%
-10.4%
Q4 2019$337,000
+9.4%
1,8520.0%0.05%
-5.9%
Q3 2019$308,000
+26.7%
1,852
+24.3%
0.05%
-10.5%
Q2 2019$243,000
+4.3%
1,4900.0%0.06%
+9.6%
Q1 2019$233,000
+16.5%
1,4900.0%0.05%
-25.7%
Q4 2018$200,0001,4900.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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