LAKE STREET PRIVATE WEALTH, LLC - 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
LAKE STREET PRIVATE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$24,295,697
+15.0%
64,958
+5.8%
3.14%
+7.8%
Q1 2024$21,127,322
+46.3%
61,380
+32.1%
2.92%
+28.3%
Q4 2023$14,442,204
+37.3%
46,456
+20.1%
2.27%
+20.2%
Q3 2023$10,520,984
-2.0%
38,674
+1.9%
1.89%
+0.3%
Q2 2023$10,737,868
+3.6%
37,948
-8.7%
1.89%
-2.4%
Q1 2023$10,363,174
+17.9%
41,546
+0.7%
1.93%
+6.4%
Q4 2022$8,789,432
-10.5%
41,244
-10.2%
1.82%
-19.5%
Q3 2022$9,826,000
-2.2%
45,924
+1.9%
2.26%
+6.7%
Q2 2022$10,045,000
-19.0%
45,067
+4.6%
2.12%
-4.9%
Q1 2022$12,394,000
+1.1%
43,096
+12.8%
2.23%
+3.5%
Q4 2021$12,260,000
+13.3%
38,206
+2.4%
2.15%
-18.2%
Q3 2021$10,825,000
+10.3%
37,306
+9.2%
2.63%
+5.2%
Q2 2021$9,818,000
-13.9%
34,169
-23.0%
2.50%
-20.7%
Q1 2021$11,405,000
+5.2%
44,370
+3.7%
3.15%
+0.7%
Q4 2020$10,844,000
+7.6%
42,803
-3.4%
3.13%
-7.6%
Q3 2020$10,082,000
+11.9%
44,294
-0.6%
3.39%
+1.5%
Q2 2020$9,007,000
+23.7%
44,570
-4.1%
3.34%
+0.7%
Q1 2020$7,280,000
-15.0%
46,464
-1.1%
3.32%
+1.1%
Q4 2019$8,562,000
+12.4%
47,002
+2.6%
3.28%
-5.4%
Q3 2019$7,615,000
-5.8%
45,796
-7.4%
3.46%
-27.2%
Q2 2019$8,083,000
+4.5%
49,468
+0.0%
4.76%
-10.5%
Q1 2019$7,737,00049,4615.32%
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