STEPHENS INC /AR/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 618 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 2.17 and the average weighting 1.3%.

Quarter-by-quarter ownership
STEPHENS INC /AR/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$45,193,186
+20.5%
120,834
+10.9%
0.69%
+18.6%
Q1 2024$37,494,813
+11.7%
108,933
+0.9%
0.58%
+0.3%
Q4 2023$33,568,159
+17.4%
107,978
+2.8%
0.58%
+5.7%
Q3 2023$28,599,760
-7.4%
105,026
-3.8%
0.55%
-1.4%
Q2 2023$30,886,389
+13.6%
109,155
+0.2%
0.56%
+6.7%
Q1 2023$27,177,447
+21.9%
108,954
+4.2%
0.52%
+14.0%
Q4 2022$22,288,463
+0.6%
104,587
+1.0%
0.46%
-3.4%
Q3 2022$22,158,000
+6.2%
103,568
+10.7%
0.47%
+12.4%
Q2 2022$20,859,000
-35.3%
93,585
-16.5%
0.42%
-20.0%
Q1 2022$32,245,000
-37.5%
112,119
-30.3%
0.53%
-32.7%
Q4 2021$51,626,000
+16.9%
160,880
+5.7%
0.78%
+14.3%
Q3 2021$44,158,000
+3.8%
152,180
+2.6%
0.68%
+7.2%
Q2 2021$42,546,000
+14.4%
148,342
+2.6%
0.64%
+4.3%
Q1 2021$37,180,000
-5.5%
144,648
-6.9%
0.61%
-13.5%
Q4 2020$39,356,000
+21.7%
155,350
+9.4%
0.71%
+11.0%
Q3 2020$32,329,000
+14.9%
142,038
+2.0%
0.64%
+5.1%
Q2 2020$28,144,000
+51.5%
139,267
+17.5%
0.60%
+22.2%
Q1 2020$18,574,000
-11.2%
118,541
+3.2%
0.50%
+13.0%
Q4 2019$20,926,000
+7.9%
114,871
-1.5%
0.44%
+2.6%
Q3 2019$19,385,000
+12.5%
116,579
+10.6%
0.43%
+9.5%
Q2 2019$17,224,000
+16.5%
105,419
+11.5%
0.39%
+11.1%
Q1 2019$14,784,000
+75.4%
94,517
+50.6%
0.35%
+46.9%
Q4 2018$8,431,000
+70.4%
62,765
+104.3%
0.24%
+94.3%
Q3 2018$4,948,000
+11.7%
30,728
+3.9%
0.12%
-8.2%
Q2 2018$4,429,000
+9.6%
29,564
+3.8%
0.13%
-11.3%
Q1 2018$4,041,000
+18.0%
28,483
+16.9%
0.15%
+18.0%
Q4 2017$3,426,000
+17.2%
24,358
+10.6%
0.13%
+20.8%
Q3 2017$2,923,000
+6.2%
22,022
+1.6%
0.11%
+12.8%
Q2 2017$2,752,000
+38.6%
21,666
+32.7%
0.09%
+30.6%
Q1 2017$1,986,000
+53.6%
16,327
+40.7%
0.07%
+35.8%
Q4 2016$1,293,000
+8.8%
11,601
+9.6%
0.05%
+1.9%
Q3 2016$1,188,000
+16.5%
10,582
+11.2%
0.05%
+15.6%
Q2 2016$1,020,000
+28.3%
9,516
+27.4%
0.04%
+15.4%
Q1 2016$795,000
+6.1%
7,471
+6.1%
0.04%
+2.6%
Q4 2015$749,000
+14.9%
7,043
+8.3%
0.04%
+11.8%
Q3 2015$652,000
-6.3%
6,5050.0%0.03%
+6.2%
Q2 2015$696,000
+2.4%
6,5050.0%0.03%
+3.2%
Q1 2015$680,000
-4.5%
6,505
-4.6%
0.03%
-8.8%
Q4 2014$712,000
+4.7%
6,8200.0%0.03%0.0%
Q3 2014$680,000
+62.7%
6,820
+61.5%
0.03%
+61.9%
Q2 2014$418,000
+5.8%
4,2240.0%0.02%
-4.5%
Q1 2014$395,000
+5.9%
4,224
+5.4%
0.02%
+15.8%
Q4 2013$373,0000.0%4,009
-9.1%
0.02%
-5.0%
Q3 2013$373,000
+8.1%
4,4090.0%0.02%
+5.3%
Q2 2013$345,0004,4090.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
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