Topel & Distasi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,570 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$15,192,660
+9.5%
40,621
+0.8%
6.68%
+8.8%
Q1 2024$13,869,883
-5.0%
40,296
-14.2%
6.13%
-11.6%
Q4 2023$14,602,344
+4.2%
46,971
-8.7%
6.94%
-5.6%
Q3 2023$14,015,251
-8.3%
51,468
-4.8%
7.35%
-4.5%
Q2 2023$15,291,158
+11.0%
54,040
-2.2%
7.69%
+7.0%
Q1 2023$13,779,564
+11.6%
55,242
-4.7%
7.19%
+4.0%
Q4 2022$12,347,593
-5.4%
57,940
+0.9%
6.92%
-4.1%
Q3 2022$13,057,000
+2.9%
57,450
+0.9%
7.21%
-1.9%
Q2 2022$12,695,000
-8.4%
56,956
+18.1%
7.35%
+26.5%
Q1 2022$13,865,000
-4.7%
48,208
+6.4%
5.81%
-2.1%
Q4 2021$14,542,00045,3165.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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