AdvicePeriod, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 736 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 1.3%.

Quarter-by-quarter ownership
AdvicePeriod, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$9,159,000
+16.4%
31,933
+4.3%
0.60%
+6.6%
Q1 2021$7,867,000
-24.8%
30,605
-25.9%
0.56%
-30.4%
Q4 2020$10,457,000
+42.3%
41,276
+27.9%
0.80%
+20.6%
Q3 2020$7,346,000
+132.3%
32,275
+106.3%
0.67%
+93.0%
Q2 2020$3,162,000
+46.4%
15,646
+13.5%
0.34%
+53.3%
Q1 2020$2,160,000
-49.7%
13,783
-41.5%
0.22%
-40.0%
Q4 2019$4,290,000
+7.1%
23,552
-2.2%
0.38%
+1.1%
Q3 2019$4,004,000
+0.0%
24,082
-1.7%
0.37%
-1.1%
Q2 2019$4,003,000
+7.1%
24,500
+2.5%
0.38%
+5.0%
Q1 2019$3,739,000
+11.8%
23,904
-4.0%
0.36%
-5.6%
Q4 2018$3,345,000
-27.2%
24,904
-12.7%
0.38%
-24.6%
Q3 2018$4,596,000
+15.9%
28,542
+2.1%
0.50%
-27.0%
Q1 2018$3,966,000
+16.0%
27,954
+15.0%
0.69%
+5.5%
Q4 2017$3,419,00024,3090.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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