Stokes Family Office, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,107 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.

Quarter-by-quarter ownership
Stokes Family Office, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,496,348
+4.3%
12,022
-4.0%
0.53%
-2.0%
Q1 2024$4,310,072
-5.2%
12,522
-14.4%
0.54%
-12.4%
Q4 2023$4,545,687
+4.6%
14,622
-8.4%
0.61%
+20.4%
Q3 2023$4,344,706
-7.7%
15,955
-4.1%
0.51%
-6.2%
Q2 2023$4,708,171
+13.8%
16,639
+0.3%
0.54%
+5.4%
Q1 2023$4,138,210
+16.8%
16,590
-0.2%
0.52%
+13.2%
Q4 2022$3,544,019
+81.4%
16,630
+82.1%
0.46%
+63.4%
Q3 2022$1,954,000
-3.1%
9,131
+0.9%
0.28%
+1.5%
Q2 2022$2,017,000
-23.3%
9,051
-1.0%
0.28%
-21.2%
Q1 2022$2,630,000
-12.2%
9,146
-2.0%
0.35%
-6.2%
Q4 2021$2,994,000
+25.2%
9,331
+13.2%
0.37%
+12.0%
Q3 2021$2,391,000
+2.0%
8,241
+0.9%
0.33%0.0%
Q2 2021$2,344,000
+12.7%
8,171
+1.0%
0.33%
+2.8%
Q1 2021$2,079,000
+0.1%
8,089
-1.3%
0.32%
-21.0%
Q4 2020$2,076,000
+19.7%
8,195
+7.5%
0.41%
+4.1%
Q3 2020$1,734,000
+23.9%
7,620
+10.0%
0.39%
+11.3%
Q2 2020$1,400,000
+111.5%
6,930
+64.0%
0.35%
+99.4%
Q1 2020$662,000
-14.0%
4,2250.0%0.18%
+3.5%
Q4 2019$770,0004,2250.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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