Towerpoint Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,107 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$25,424,555
+3.5%
67,978
-4.8%
12.69%
+2.8%
Q1 2024$24,573,566
+9.8%
71,393
-0.8%
12.34%
+1.2%
Q4 2023$22,384,477
+12.1%
72,004
-1.8%
12.20%
+3.0%
Q3 2023$19,960,129
-3.2%
73,299
+0.6%
11.85%
+2.0%
Q2 2023$20,613,040
+11.5%
72,848
-1.7%
11.61%
+9.8%
Q1 2023$18,482,489
+21.2%
74,096
+3.6%
10.58%
+20.3%
Q4 2022$15,244,374
+0.1%
71,533
+0.5%
8.80%
-4.2%
Q3 2022$15,224,000
+2.8%
71,158
+7.0%
9.18%
+3.7%
Q2 2022$14,816,000
-13.9%
66,473
+11.1%
8.85%
+3.6%
Q1 2022$17,210,000
-10.6%
59,839
-0.3%
8.54%
-6.2%
Q4 2021$19,252,000
+20.3%
59,995
+8.8%
9.11%
+14.3%
Q3 2021$16,002,000
+10.8%
55,147
+9.6%
7.97%
+11.1%
Q2 2021$14,437,000
+4.7%
50,338
-6.1%
7.17%
+8.5%
Q1 2021$13,783,000
-4.6%
53,623
-5.9%
6.61%
-8.5%
Q4 2020$14,443,000
+8.0%
57,010
-2.9%
7.22%
-2.8%
Q3 2020$13,369,000
+8.7%
58,735
-3.5%
7.43%
-3.0%
Q2 2020$12,302,000
+28.4%
60,874
-0.4%
7.66%
+0.9%
Q1 2020$9,581,000
-12.2%
61,144
+2.0%
7.59%
+5.2%
Q4 2019$10,915,000
+13.9%
59,917
+4.0%
7.21%
+10.8%
Q3 2019$9,584,000
+0.9%
57,637
+1.4%
6.51%
-2.2%
Q2 2019$9,499,000
+10.9%
56,832
+3.8%
6.66%
+11.4%
Q1 2019$8,564,000
+32.0%
54,750
+13.4%
5.98%
+14.9%
Q4 2018$6,488,000
-25.8%
48,300
-11.0%
5.20%
-28.3%
Q3 2018$8,742,000
+38.2%
54,284
+28.6%
7.26%
+22.1%
Q2 2018$6,325,000
+60.7%
42,219
+52.2%
5.94%
+36.3%
Q1 2018$3,936,000
+68.5%
27,744
+67.1%
4.36%
+41.2%
Q4 2017$2,336,00016,6073.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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