Rockefeller Capital Management L.P. - 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
Rockefeller Capital Management L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$91,608,211
+9.2%
244,934
+0.5%
0.26%
+6.1%
Q1 2024$83,911,768
+3.2%
243,787
-6.8%
0.24%
-9.9%
Q4 2023$81,297,143
+33.6%
261,506
+17.1%
0.27%
+15.7%
Q3 2023$60,829,095
-2.2%
223,381
+1.6%
0.24%
-2.5%
Q2 2023$62,192,217
+129691.5%
219,791
+14.4%
0.24%
+17.0%
Q1 2023$47,917
+1.7%
192,104
-13.1%
0.21%
-13.1%
Q4 2022$47,132
-99.9%
221,171
+37.5%
0.24%
+33.1%
Q3 2022$34,420,000
-11.0%
160,888
-7.3%
0.18%
-13.6%
Q2 2022$38,688,000
-18.9%
173,583
+4.7%
0.21%
-10.4%
Q1 2022$47,675,000
-13.0%
165,771
-2.9%
0.23%
-10.2%
Q4 2021$54,793,000
+35.4%
170,750
+22.4%
0.26%
+20.2%
Q3 2021$40,482,000
+30.6%
139,513
+29.1%
0.21%
+21.7%
Q2 2021$30,987,000
+41.1%
108,041
+26.4%
0.18%
+17.4%
Q1 2021$21,967,000
+13.6%
85,466
+12.0%
0.15%
+2.1%
Q4 2020$19,338,000
+16.8%
76,333
+5.0%
0.15%
-5.8%
Q3 2020$16,551,000
+52.2%
72,720
+35.2%
0.16%
+36.0%
Q2 2020$10,872,000
+163.2%
53,800
+104.1%
0.11%
+111.1%
Q1 2020$4,131,000
-1.2%
26,366
+14.8%
0.05%
+3.8%
Q4 2019$4,183,000
+216.2%
22,963
+188.7%
0.05%
+188.9%
Q3 2019$1,323,000
+96.3%
7,955
+92.8%
0.02%
+100.0%
Q2 2019$674,000
+174.0%
4,127
+162.2%
0.01%
+125.0%
Q1 2019$246,0001,5740.00%
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