Steward Partners Investment Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,799 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$77,278,155
+13.6%
206,621
+4.5%
0.81%
+8.5%
Q1 2024$68,048,930
+20.9%
197,702
+9.2%
0.75%
-1.4%
Q4 2023$56,290,939
+19.1%
181,070
+4.4%
0.76%
+4.7%
Q3 2023$47,249,508
-1.4%
173,514
+2.4%
0.73%
+1.1%
Q2 2023$47,930,777
+19.9%
169,391
+5.7%
0.72%
+12.3%
Q1 2023$39,980,798
+19.8%
160,282
+2.3%
0.64%
+12.7%
Q4 2022$33,376,562
+8.5%
156,617
+8.9%
0.57%
-1.2%
Q3 2022$30,759,000
+11.1%
143,765
+15.7%
0.58%
+13.2%
Q2 2022$27,695,000
-23.1%
124,256
-0.8%
0.51%
-8.8%
Q1 2022$36,010,000
-9.0%
125,210
+1.5%
0.56%
-7.5%
Q4 2021$39,574,000
+10.6%
123,323
-0.0%
0.60%
-2.1%
Q3 2021$35,796,000
+2.1%
123,363
+0.9%
0.62%
+3.7%
Q2 2021$35,053,000
-100.0%
122,217
-62.3%
0.59%
-19.1%
Q1 2021$83,388,756,000
+297080.2%
324,420
+192.9%
0.73%
+20.6%
Q4 2020$28,060,000
+11.5%
110,762
+0.1%
0.61%
-4.3%
Q3 2020$25,176,000
+45.1%
110,610
+28.8%
0.64%
+28.5%
Q2 2020$17,352,000
+67.0%
85,864
+29.5%
0.49%
+30.0%
Q1 2020$10,388,000
-16.4%
66,298
-2.8%
0.38%
+3.5%
Q4 2019$12,431,000
+14.0%
68,239
+4.0%
0.37%0.0%
Q3 2019$10,905,000
+14.1%
65,584
+12.1%
0.37%
+4.6%
Q2 2019$9,560,000
+219.6%
58,510
+206.0%
0.35%
+176.4%
Q1 2019$2,991,000
+17.1%
19,124
+0.5%
0.13%
+2.4%
Q4 2018$2,555,000
+11.6%
19,021
+33.7%
0.12%
+13.8%
Q3 2018$2,290,000
+427.6%
14,223
+391.5%
0.11%
+319.2%
Q2 2018$434,000
+16.4%
2,894
+9.9%
0.03%0.0%
Q1 2018$373,000
+68.0%
2,633
+66.2%
0.03%
+52.9%
Q4 2017$222,000
-5.1%
1,584
-10.2%
0.02%
-29.2%
Q3 2017$234,000
+4.5%
1,764
+0.1%
0.02%
-4.0%
Q2 2017$224,000
+16.7%
1,763
+11.3%
0.02%
-13.8%
Q1 2017$192,0001,5840.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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