Windsor Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,804 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
Windsor Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$770,696
+10.3%
2,061
+1.5%
0.24%
+9.7%
Q1 2024$698,598
+10.8%
2,030
+0.0%
0.22%
+5.3%
Q4 2023$630,738
+13.9%
2,029
-0.2%
0.21%
+7.3%
Q3 2023$553,561
-3.8%
2,033
-0.0%
0.19%
+1.1%
Q2 2023$575,556
+13.3%
2,034
-0.1%
0.19%
+8.6%
Q1 2023$508,167
+15.2%
2,037
-1.5%
0.18%
+8.7%
Q4 2022$440,996
-9.1%
2,069
-8.9%
0.16%
-11.0%
Q3 2022$485,000
-6.7%
2,271
-2.7%
0.18%
-2.2%
Q2 2022$520,000
-21.3%
2,335
+1.6%
0.18%
-10.2%
Q1 2022$661,000
-10.7%
2,299
-0.4%
0.21%
-7.6%
Q4 2021$740,000
+10.6%
2,308
+0.0%
0.22%
+4.2%
Q3 2021$669,000
+1.2%
2,307
+0.0%
0.21%
-1.8%
Q2 2021$661,000
+12.6%
2,306
+1.0%
0.22%
+7.4%
Q1 2021$587,000
-49.0%
2,284
-49.8%
0.20%
-52.8%
Q4 2020$1,152,000
+7.3%
4,549
-3.6%
0.43%
-4.2%
Q3 2020$1,074,000
+11.1%
4,719
-1.4%
0.45%
+7.7%
Q2 2020$967,000
+33.2%
4,786
+3.2%
0.42%
+13.6%
Q1 2020$726,000
-14.6%
4,636
-0.7%
0.37%
+2.5%
Q4 2019$850,000
+9.7%
4,667
+0.0%
0.36%
+3.5%
Q3 2019$775,000
+1.6%
4,665
-0.1%
0.35%
-1.4%
Q2 2019$763,000
+4.5%
4,672
+0.0%
0.35%
+1.7%
Q1 2019$730,000
+16.4%
4,6700.0%0.34%
+6.5%
Q4 2018$627,000
-17.3%
4,670
-0.8%
0.32%
-5.3%
Q3 2018$758,000
+5.1%
4,710
-2.1%
0.34%
+1.8%
Q2 2018$721,000
+5.9%
4,813
+0.2%
0.34%
+4.7%
Q1 2018$681,000
+0.9%
4,801
+0.0%
0.32%
+1.9%
Q4 2017$675,000
+11.6%
4,799
+0.8%
0.32%
+2.9%
Q3 2017$605,0000.0%4,7630.0%0.31%
+0.7%
Q2 2017$605,000
+13.3%
4,763
+8.3%
0.30%
+9.7%
Q1 2017$534,000
+20.0%
4,397
+10.1%
0.28%
+15.4%
Q4 2016$445,000
-0.7%
3,992
+0.0%
0.24%
-2.0%
Q3 2016$448,000
+348.0%
3,991
+299.1%
0.24%
+315.3%
Q3 2015$100,000
+1.0%
1,000
-15.0%
0.06%
+3.5%
Q3 2013$99,000
+9800.0%
1,176
+12966.7%
0.06%
+5600.0%
Q2 2013$1,00090.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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