Lucia Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 875 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$600,000
-8.4%
2,638
-18.6%
0.14%
-18.5%
Q2 2020$655,000
+23.4%
3,240
-4.5%
0.17%
-1.7%
Q1 2020$531,000
+16.4%
3,391
+35.5%
0.18%
+25.7%
Q4 2019$456,000
+449.4%
2,502
+400.4%
0.14%
+400.0%
Q3 2019$83,000
+1.2%
5000.0%0.03%0.0%
Q2 2019$82,000
+5.1%
5000.0%0.03%
+3.7%
Q1 2019$78,000
-3.7%
5000.0%0.03%
+8.0%
Q3 2018$81,000
+8.0%
5000.0%0.02%
-24.2%
Q2 2018$75,0005000.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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