Foster Victor Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,539 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,622,647
+7.9%
4,193
-3.5%
0.14%
-0.7%
Q1 2024$1,503,485
+0.7%
4,344
-10.4%
0.14%
-10.5%
Q4 2023$1,492,416
+6.4%
4,849
-3.9%
0.15%
-6.1%
Q3 2023$1,402,785
-3.3%
5,047
-1.5%
0.16%
+1.2%
Q2 2023$1,450,743
+5.0%
5,124
-7.8%
0.16%
-3.6%
Q1 2023$1,381,240
+9.2%
5,559
-5.9%
0.17%
+3.7%
Q4 2022$1,264,515
+7.6%
5,905
+12.8%
0.16%
-5.8%
Q3 2022$1,175,000
-0.8%
5,237
+1.7%
0.17%
-2.8%
Q2 2022$1,185,000
-13.9%
5,148
+5.1%
0.18%
-6.9%
Q1 2022$1,377,000
+0.1%
4,896
+9.9%
0.19%
+1.1%
Q4 2021$1,375,000
+54.0%
4,455
+44.7%
0.19%
+30.8%
Q3 2021$893,000
-2.6%
3,079
-3.7%
0.14%
-6.5%
Q2 2021$917,000
-0.4%
3,197
-4.6%
0.15%
-10.5%
Q1 2021$921,000
-2.5%
3,350
-10.2%
0.17%
-20.5%
Q4 2020$945,000
+20.1%
3,729
+7.9%
0.22%
+0.9%
Q3 2020$787,000
+2.5%
3,456
-9.1%
0.21%
-16.5%
Q2 2020$768,000
+15.5%
3,802
-4.1%
0.26%
-12.7%
Q1 2020$665,000
-19.4%
3,963
-10.6%
0.29%
-18.2%
Q4 2019$825,000
+14.9%
4,432
+2.0%
0.36%
-10.5%
Q3 2019$718,000
-1.6%
4,344
-1.4%
0.40%
-25.6%
Q2 2019$730,000
+5.8%
4,404
-0.2%
0.54%
-0.2%
Q1 2019$690,000
+20.8%
4,413
+3.9%
0.54%
-0.2%
Q4 2018$571,0004,2490.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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