NORTHWEST WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,135 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$729,443
+1.2%
1,950
-6.8%
0.19%
-4.1%
Q1 2024$720,524
+9.9%
2,093
-0.8%
0.20%0.0%
Q4 2023$655,749
+69.3%
2,109
+48.3%
0.20%
+41.7%
Q3 2023$387,315
-4.4%
1,422
-0.7%
0.14%
-5.4%
Q2 2023$405,292
-23.7%
1,432
-32.7%
0.15%
-27.6%
Q1 2023$531,140
+21.1%
2,129
+3.4%
0.20%
+8.0%
Q4 2022$438,651
-10.8%
2,058
-10.5%
0.19%
-13.4%
Q3 2022$492,000
-14.0%
2,299
-10.4%
0.22%
-12.5%
Q2 2022$572,000
-41.3%
2,565
-24.4%
0.25%
-48.1%
Q1 2022$975,000
+129.4%
3,391
+155.9%
0.48%
+141.4%
Q4 2021$425,000
+0.7%
1,325
-8.8%
0.20%
-5.3%
Q3 2021$422,000
+6.3%
1,453
+4.9%
0.21%
-0.5%
Q2 2021$397,000
+8.5%
1,385
-2.8%
0.21%
-8.7%
Q1 2021$366,000
+4.3%
1,425
+3.0%
0.23%
-5.0%
Q4 2020$351,0000.0%1,384
-10.4%
0.24%
-16.8%
Q3 2020$351,000
+12.5%
1,5440.0%0.29%
+7.0%
Q2 2020$312,000
+10.6%
1,544
-14.1%
0.27%
-4.6%
Q1 2020$282,000
-37.1%
1,797
-27.0%
0.28%
-30.7%
Q4 2019$448,000
-25.3%
2,462
-31.8%
0.41%
-16.6%
Q3 2019$600,000
+0.5%
3,610
-1.2%
0.49%
+2.3%
Q2 2019$597,000
-5.2%
3,655
-9.3%
0.48%
+1.5%
Q1 2019$630,000
+13.3%
4,029
-2.7%
0.48%
+0.8%
Q4 2018$556,000
-24.1%
4,141
-9.0%
0.47%
-14.2%
Q3 2018$733,000
+4.3%
4,549
-3.1%
0.55%
+4.0%
Q2 2018$703,000
+2.2%
4,695
-3.2%
0.53%
+3.3%
Q1 2018$688,000
+0.9%
4,850
+0.0%
0.51%
-8.1%
Q4 2017$682,000
+4.0%
4,849
-1.8%
0.56%
-39.4%
Q3 2017$656,000
-3.0%
4,939
-7.1%
0.92%
+48.8%
Q2 2017$676,000
+8.2%
5,318
+3.5%
0.62%
+6.7%
Q1 2017$625,000
-12.1%
5,136
-19.5%
0.58%
-20.3%
Q4 2016$711,0006,3800.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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