MARK SHEPTOFF FINANCIAL PLANNING, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 725 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$102,225
-37.3%
273
-42.3%
0.06%
-36.7%
Q1 2024$162,917
+91.7%
473
+73.3%
0.09%
+76.5%
Q4 2023$84,970
+100.9%
273
+76.1%
0.05%
+88.9%
Q3 2023$42,296
-3.8%
1550.0%0.03%
+8.0%
Q2 2023$43,950
+13.4%
1550.0%0.02%
+13.6%
Q1 2023$38,744
+17.0%
1550.0%0.02%
+15.8%
Q4 2022$33,101
-42.9%
155
-42.6%
0.02%
-45.7%
Q3 2022$58,000
-3.3%
2700.0%0.04%
+2.9%
Q2 2022$60,000
-23.1%
2700.0%0.03%
-12.8%
Q1 2022$78,000
-10.3%
2700.0%0.04%
-7.1%
Q4 2021$87,000
+11.5%
2700.0%0.04%
-2.3%
Q3 2021$78,000
+1.3%
2700.0%0.04%
+4.9%
Q2 2021$77,000
+11.6%
2700.0%0.04%
+2.5%
Q1 2021$69,000
+1.5%
2700.0%0.04%
+2.6%
Q4 2020$68,000
+11.5%
2700.0%0.04%
+2.6%
Q3 2020$61,000
+10.9%
2700.0%0.04%
+5.6%
Q2 2020$55,000
+31.0%
2700.0%0.04%
+12.5%
Q1 2020$42,000
-14.3%
2700.0%0.03%
+3.2%
Q4 2019$49,000
+8.9%
2700.0%0.03%
+3.3%
Q3 2019$45,000
+2.3%
2700.0%0.03%0.0%
Q2 2019$44,000
+4.8%
2700.0%0.03%0.0%
Q1 2019$42,000
+16.7%
2700.0%0.03%0.0%
Q4 2018$36,000
-16.3%
2700.0%0.03%
+3.4%
Q3 2018$43,000
+7.5%
2700.0%0.03%
-3.3%
Q2 2018$40,000
+5.3%
2700.0%0.03%
+15.4%
Q1 2018$38,0000.0%2700.0%0.03%
+4.0%
Q4 2017$38,000
+5.6%
2700.0%0.02%
+4.2%
Q3 2017$36,000
+5.9%
2700.0%0.02%
+4.3%
Q2 2017$34,000
+3.0%
270
-0.4%
0.02%
-4.2%
Q1 2017$33,000
+10.0%
271
+0.4%
0.02%
+9.1%
Q4 2016$30,0002700.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
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