O'Brien Wealth Partners 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
O'Brien Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$11,784,690
+28.0%
31,509
+17.8%
2.65%
+24.4%
Q1 2024$9,203,916
+119.7%
26,740
+98.5%
2.13%
+94.6%
Q4 2023$4,188,609
+71.2%
13,473
+50.0%
1.09%
+55.8%
Q3 2023$2,445,936
+201.2%
8,982
+213.0%
0.70%
+193.7%
Q2 2023$812,172
+49.0%
2,870
+31.4%
0.24%
+39.0%
Q1 2023$545,109
+22.5%
2,185
+4.6%
0.17%
-2.8%
Q4 2022$445,083
-6.5%
2,089
-6.1%
0.18%
-11.5%
Q3 2022$476,000
-12.7%
2,225
-9.0%
0.20%
-12.3%
Q2 2022$545,000
+9.2%
2,444
+15.0%
0.23%
+15.2%
Q1 2022$499,000
-16.4%
2,126
+2.6%
0.20%
-4.3%
Q4 2021$597,000
-4.3%
2,073
-3.5%
0.21%
-5.0%
Q3 2021$624,000
-2.2%
2,148
-1.3%
0.22%
+3.3%
Q2 2021$638,000
+8.1%
2,176
-0.3%
0.21%
+8.2%
Q1 2021$590,000
+14.6%
2,183
+9.0%
0.20%
+4.8%
Q4 2020$515,000
+25.9%
2,002
+13.6%
0.19%
+11.4%
Q3 2020$409,000
+16.9%
1,763
-6.8%
0.17%
-33.2%
Q4 2019$350,000
+133.3%
1,892
+103.2%
0.25%
+157.7%
Q3 2018$150,000
+248.8%
931
+223.3%
0.10%
+203.1%
Q2 2018$43,000
+4.9%
2880.0%0.03%
+14.3%
Q1 2018$41,0002880.03%
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