BEACON FINANCIAL GROUP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 437 filers reported holding VANGUARD INDEX FDS in Q4 2015. The put-call ratio across all filers is 1.92 and the average weighting 1.6%.

Quarter-by-quarter ownership
BEACON FINANCIAL GROUP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$17,511,938
+67.6%
46,822
+54.3%
2.00%
+66.4%
Q1 2024$10,447,542
+67.0%
30,353
+50.9%
1.20%
+57.1%
Q4 2023$6,254,334
+142660.4%
20,118
+32.8%
0.76%
+22.7%
Q3 2023$4,381
+6.8%
15,144
+3.0%
0.62%
+11.9%
Q2 2023$4,101
+12.9%
14,704
-0.0%
0.56%
+9.7%
Q1 2023$3,634
+16.0%
14,705
-0.0%
0.51%
+18.5%
Q4 2022$3,134
-99.9%
14,706
-0.0%
0.43%
-14.1%
Q3 2022$3,201,000
-6.5%
14,711
-0.3%
0.50%
-2.2%
Q2 2022$3,424,000
-20.3%
14,755
+0.1%
0.51%
-11.0%
Q1 2022$4,296,000
-30.0%
14,740
-22.4%
0.57%
-28.3%
Q4 2021$6,135,000
+7.3%
18,987
-3.0%
0.80%
+4.0%
Q3 2021$5,718,000
+0.4%
19,5810.0%0.77%
-5.0%
Q2 2021$5,698,000
-15.4%
19,581
-26.3%
0.81%
-23.4%
Q1 2021$6,735,0000.0%26,5850.0%1.05%0.0%
Q4 2020$6,735,000
-14.1%
26,585
-22.8%
1.05%
-24.9%
Q3 2020$7,840,000
+22.4%
34,445
+6.7%
1.40%
+13.6%
Q2 2020$6,404,000
+96.4%
32,282
+65.4%
1.24%
+375.0%
Q1 2020$3,260,000
+162.3%
19,517
+186.1%
0.26%
+66.7%
Q4 2019$1,243,000
+5.2%
6,822
-4.5%
0.16%
-22.4%
Q3 2019$1,181,000
+0.3%
7,146
-0.8%
0.20%0.0%
Q2 2019$1,177,000
+17.1%
7,206
+12.1%
0.20%
+21.8%
Q1 2019$1,005,000
+60.3%
6,428
+36.4%
0.16%
+39.8%
Q4 2018$627,000
-17.4%
4,7140.0%0.12%
-7.8%
Q3 2018$759,000
+7.5%
4,7140.0%0.13%
+7.6%
Q2 2018$706,000
+5.5%
4,7140.0%0.12%
+4.4%
Q1 2018$669,000
+0.9%
4,7140.0%0.11%
-0.9%
Q4 2017$663,000
+5.1%
4,714
-0.8%
0.12%
+0.9%
Q3 2017$631,000
+4.6%
4,7510.0%0.11%0.0%
Q2 2017$603,000
+4.3%
4,7510.0%0.11%
+3.6%
Q1 2017$578,000
-10.4%
4,751
-17.9%
0.11%
-16.0%
Q4 2016$645,000
-20.7%
5,787
-20.2%
0.13%
-23.4%
Q3 2016$813,000
+16.3%
7,252
+10.5%
0.17%
+11.8%
Q2 2016$699,0000.0%6,5640.0%0.15%
+1.3%
Q1 2016$699,000
-2.1%
6,564
-1.2%
0.15%
-7.9%
Q4 2015$714,000
+9.5%
6,6460.0%0.16%
+3.1%
Q3 2015$652,000
-8.6%
6,646
-0.7%
0.16%
+2.6%
Q2 2015$713,0000.0%6,696
+2.0%
0.16%
-1.9%
Q1 2015$713,000
-9.1%
6,565
-11.9%
0.16%
-3.1%
Q4 2014$784,000
-91.5%
7,449
-93.7%
0.16%
-91.8%
Q3 2014$9,194,000
+1702.7%
118,987
+2203.7%
1.99%
+1663.7%
Q2 2014$510,000
+6.7%
5,1650.0%0.11%
+15.3%
Q1 2014$478,000
-33.8%
5,165
-33.8%
0.10%
-29.5%
Q4 2013$722,000
+63.7%
7,801
+50.3%
0.14%
+46.3%
Q3 2013$441,0005,1900.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2015
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