Lenox Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,135 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$667,000
-22.9%
2,392
-11.3%
0.08%
-18.4%
Q4 2021$865,000
+9.6%
2,697
-0.8%
0.10%
+1.0%
Q3 2021$789,000
+0.9%
2,718
-0.3%
0.10%
+2.0%
Q2 2021$782,000
+11.6%
2,7270.0%0.10%
+4.2%
Q1 2021$701,000
-1.4%
2,727
-2.9%
0.10%
-5.0%
Q4 2020$711,000
+11.3%
2,8070.0%0.10%
+5.2%
Q3 2020$639,000
+12.7%
2,8070.0%0.10%
+6.7%
Q2 2020$567,000
+28.6%
2,807
-0.4%
0.09%
+9.8%
Q1 2020$441,000
-15.4%
2,817
-1.6%
0.08%
+1.2%
Q4 2019$521,000
+9.5%
2,8620.0%0.08%
+2.5%
Q3 2019$476,000
-1.9%
2,862
-3.7%
0.08%
-7.1%
Q2 2019$485,000
+3.9%
2,971
-0.5%
0.08%
-3.4%
Q1 2019$467,000
+9.9%
2,985
-5.6%
0.09%
-2.2%
Q4 2018$425,000
-26.1%
3,163
-11.5%
0.09%
-23.1%
Q3 2018$575,000
+14.3%
3,572
+6.5%
0.12%
+5.4%
Q2 2018$503,000
-12.8%
3,355
-17.5%
0.11%
-17.8%
Q1 2018$577,000
+142.4%
4,067
+140.5%
0.14%
+101.5%
Q4 2017$238,000
+66.4%
1,691
+25.5%
0.07%
+55.8%
Q1 2016$143,0001,3470.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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