Global Wealth Management Investment Advisory, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 938 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
Global Wealth Management Investment Advisory, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$3,220,226
+1.1%
8,610
-7.0%
0.75%
-4.0%
Q1 2024$3,185,227
-5.3%
9,254
-14.4%
0.78%
-9.6%
Q4 2023$3,361,856
+7.0%
10,814
-6.3%
0.86%
-1.9%
Q3 2023$3,143,274
-9.2%
11,543
-5.6%
0.88%
-7.4%
Q2 2023$3,460,601
+5.3%
12,230
-7.2%
0.95%
-3.9%
Q1 2023$3,286,123
+14.4%
13,174
-2.3%
0.99%
+5.8%
Q4 2022$2,872,936
-1.0%
13,481
-0.7%
0.94%
-9.7%
Q3 2022$2,903,000
-2.6%
13,570
+1.5%
1.04%
+3.0%
Q2 2022$2,980,000
-24.7%
13,369
-2.8%
1.00%
-14.7%
Q1 2022$3,955,000
-18.1%
13,752
-8.6%
1.18%
-18.9%
Q4 2021$4,828,000
+6.9%
15,045
-3.3%
1.45%
+1.6%
Q3 2021$4,515,000
-0.3%
15,560
-1.4%
1.43%
-5.1%
Q2 2021$4,527,000
+13.2%
15,785
+1.5%
1.51%
+4.4%
Q1 2021$3,999,000
-1.6%
15,559
-3.1%
1.44%
-8.5%
Q4 2020$4,066,000
+9.9%
16,051
-1.2%
1.58%
-1.5%
Q3 2020$3,699,000
+12.3%
16,251
-0.3%
1.60%
+13.7%
Q2 2020$3,294,000
+29.6%
16,298
+0.5%
1.41%
+9.8%
Q1 2020$2,542,000
-13.0%
16,220
+1.1%
1.28%
+3.8%
Q4 2019$2,921,000
+12.0%
16,037
+2.3%
1.24%
+3.5%
Q3 2019$2,608,000
+3.3%
15,684
+1.5%
1.19%
-2.4%
Q2 2019$2,524,000
+4.3%
15,450
-0.1%
1.22%
-2.8%
Q1 2019$2,420,000
+22.4%
15,468
+5.1%
1.26%
+9.3%
Q4 2018$1,977,00014,7171.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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