Dynamic Advisor Solutions LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$5,875,614
+7.3%
15,710
-1.2%
0.18%0.0%
Q1 2024$5,474,672
+8.1%
15,905
-5.3%
0.18%
-2.1%
Q4 2023$5,062,352
+15.9%
16,797
+4.7%
0.19%
-8.3%
Q3 2023$4,367,172
+34.7%
16,038
+40.0%
0.21%
+22.6%
Q2 2023$3,242,027
+21.8%
11,458
+7.4%
0.17%
+7.7%
Q1 2023$2,661,612
+26.2%
10,670
+7.8%
0.16%
+8.3%
Q4 2022$2,108,935
-7.3%
9,896
-7.0%
0.14%
-17.2%
Q3 2022$2,276,000
-17.7%
10,638
-14.3%
0.17%
-17.9%
Q2 2022$2,766,000
-18.8%
12,411
+4.7%
0.21%
-10.5%
Q1 2022$3,408,000
-17.5%
11,849
-8.0%
0.24%
-19.7%
Q4 2021$4,131,000
+7.2%
12,873
-3.0%
0.30%
+1.7%
Q3 2021$3,852,000
-3.9%
13,275
-5.0%
0.29%
-8.8%
Q2 2021$4,008,000
+20.3%
13,973
+7.8%
0.32%
+2.9%
Q1 2021$3,332,000
+9.7%
12,962
+8.2%
0.31%
+8.8%
Q4 2020$3,036,000
+65.6%
11,985
+48.8%
0.28%
+36.5%
Q3 2020$1,833,000
+144.1%
8,054
+116.7%
0.21%
+105.9%
Q2 2020$751,000
+238.3%
3,717
+162.7%
0.10%
+146.3%
Q1 2020$222,000
-33.5%
1,415
-22.8%
0.04%
-10.9%
Q4 2019$334,0001,8330.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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