GPS Wealth Strategies Group, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,665 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

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Quarter-by-quarter ownership
GPS Wealth Strategies Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$6,070,523
+19.7%
16,231
+10.2%
0.91%
+11.1%
Q1 2024$5,070,511
+25.4%
14,731
+13.2%
0.82%
+11.1%
Q4 2023$4,045,047
+23.4%
13,012
+8.1%
0.74%
+17.3%
Q3 2023$3,277,387
+1.9%
12,036
+5.9%
0.63%
+5.2%
Q2 2023$3,215,514
+24.9%
11,364
+10.1%
0.60%
+12.4%
Q1 2023$2,575,270
+19.4%
10,324
+2.0%
0.53%
-17.7%
Q4 2022$2,157,099
-9.0%
10,122
-8.6%
0.65%
+8.4%
Q3 2022$2,370,000
-3.0%
11,079
+1.1%
0.60%
-4.6%
Q2 2022$2,443,000
-28.1%
10,962
-7.3%
0.63%
-18.4%
Q1 2022$3,400,000
-12.3%
11,821
-2.1%
0.77%
-10.2%
Q4 2021$3,875,000
+11.0%
12,074
+0.3%
0.86%
-1.2%
Q3 2021$3,492,000
+4.2%
12,035
+3.0%
0.86%
+1.6%
Q2 2021$3,350,000
-0.8%
11,679
-11.1%
0.85%
-14.5%
Q1 2021$3,378,000
+10.6%
13,144
+9.1%
1.00%
-7.0%
Q4 2020$3,053,000
+25.7%
12,052
+12.9%
1.07%
+9.3%
Q3 2020$2,429,000–10,672–0.98%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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