HoyleCohen, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,799 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
HoyleCohen, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$21,780,813
+7.7%
58,236
-0.9%
1.65%
+6.8%
Q1 2024$20,222,064
+31.0%
58,751
+18.3%
1.54%
+22.4%
Q4 2023$15,435,022
+23.4%
49,649
+8.1%
1.26%
+8.7%
Q3 2023$12,511,579
+0.4%
45,946
+4.4%
1.16%
+5.6%
Q2 2023$12,457,274
+31.6%
44,025
+16.0%
1.10%
+24.5%
Q1 2023$9,466,098
+29.0%
37,949
+10.2%
0.88%
+21.0%
Q4 2022$7,337,339
-0.6%
34,430
-0.2%
0.73%
-9.7%
Q3 2022$7,380,000
+49.9%
34,496
+56.2%
0.81%
+57.5%
Q2 2022$4,923,000
-39.3%
22,088
-21.6%
0.51%
-26.1%
Q1 2022$8,107,000
+23.2%
28,188
+37.5%
0.69%
+26.9%
Q4 2021$6,579,000
+13.4%
20,501
+2.5%
0.55%
-0.7%
Q3 2021$5,804,000
+3.3%
20,004
+2.1%
0.55%
+26.1%
Q2 2021$5,617,000
+7.3%
19,584
-3.9%
0.44%
-17.9%
Q1 2021$5,237,000
+1.3%
20,373
-0.2%
0.53%
-10.9%
Q4 2020$5,172,000
+12.3%
20,415
+0.9%
0.60%
-11.8%
Q3 2020$4,605,000
+12.6%
20,234
-0.1%
0.68%
-1.0%
Q2 2020$4,091,000
+30.3%
20,245
+1.0%
0.68%
+9.3%
Q1 2020$3,140,000
+59.1%
20,039
+84.9%
0.63%
+99.4%
Q4 2019$1,974,000
+13.2%
10,835
+3.3%
0.31%
+5.7%
Q3 2019$1,744,000
+53.5%
10,489
+50.9%
0.30%
+50.8%
Q2 2019$1,136,000
+36.5%
6,952
+30.6%
0.20%
+34.0%
Q1 2019$832,000
+22.4%
5,322
+5.1%
0.15%
+5.8%
Q4 2018$680,0005,0630.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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