Campbell Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,063 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.

Quarter-by-quarter ownership
Campbell Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$63,187
-2.3%
183,577
-11.7%
6.28%
-18.2%
Q4 2023$64,666
+13.8%
208,009
-0.3%
7.67%
+10.9%
Q3 2023$56,834
-7.2%
208,711
-3.6%
6.92%
+25.5%
Q2 2023$61,238
+16.0%
216,419
+2.2%
5.51%
-16.7%
Q1 2023$52,803
+20.2%
211,687
+2.7%
6.62%
+8.2%
Q4 2022$43,932
-99.9%
206,146
+4.2%
6.12%
-0.0%
Q3 2022$42,326,000
+1.7%
197,832
+6.0%
6.12%
+4.9%
Q2 2022$41,615,000
-20.2%
186,708
+2.9%
5.83%
-8.2%
Q1 2022$52,167,000
-9.6%
181,388
+0.9%
6.35%
-3.8%
Q4 2021$57,708,000
+1.0%
179,832
-19.1%
6.60%
-15.9%
Q1 2021$57,158,000
+4.9%
222,370
+3.4%
7.84%
-1.3%
Q4 2020$54,464,000
+13.7%
214,984
+2.1%
7.94%
+1.4%
Q3 2020$47,908,000
+8.4%
210,483
-3.8%
7.84%
+1.7%
Q2 2020$44,214,000
+32.7%
218,784
+2.9%
7.70%
+5.9%
Q1 2020$33,331,000
-26.2%
212,718
-14.2%
7.27%
-19.9%
Q4 2019$45,170,000
+13.7%
247,955
+3.8%
9.07%
+2.8%
Q3 2019$39,725,000
+7.2%
238,905
+5.3%
8.83%
-0.7%
Q2 2019$37,054,000
+11.5%
226,785
+6.8%
8.89%
+0.7%
Q1 2019$33,222,000
+23.0%
212,391
+5.6%
8.83%
+6.0%
Q4 2018$27,011,000201,0828.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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