PLANNING DIRECTIONS INC - 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
PLANNING DIRECTIONS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,957,712
+5.4%
13,256
-3.0%
3.38%
+3.4%
Q1 2024$4,702,587
+0.5%
13,662
-9.2%
3.27%
-2.1%
Q4 2023$4,678,369
+118730.8%
15,049
+4.1%
3.34%
+10.8%
Q3 2023$3,937
-2.2%
14,457
+1.6%
3.01%
+2.9%
Q2 2023$4,025
+10.8%
14,223
-2.4%
2.93%
+8.4%
Q1 2023$3,633
+22.3%
14,566
+4.5%
2.70%
+19.1%
Q4 2022$2,970
-99.9%
13,934
+16.3%
2.27%
+9.5%
Q3 2022$2,564,000
+1.7%
11,986
+6.0%
2.07%
+7.2%
Q2 2022$2,520,000
-29.1%
11,306
-8.5%
1.93%
-22.6%
Q1 2022$3,552,000
-9.6%
12,350
+0.9%
2.50%
-4.6%
Q4 2021$3,929,000
+9.5%
12,244
-1.0%
2.62%
+0.2%
Q3 2021$3,588,000
+2.8%
12,366
+1.6%
2.61%
+2.4%
Q2 2021$3,490,000
+8.9%
12,167
-2.4%
2.55%
+1.1%
Q1 2021$3,205,000
+5.3%
12,470
+3.7%
2.52%
+2.2%
Q4 2020$3,045,000
+6.1%
12,021
-4.6%
2.47%
-2.3%
Q3 2020$2,869,000
+8.5%
12,603
-3.7%
2.53%
+2.4%
Q2 2020$2,644,000
+45.8%
13,082
+31.4%
2.47%
+47.1%
Q4 2019$1,814,000
+11.0%
9,959
+1.4%
1.68%
+7.0%
Q3 2019$1,634,000
+5.2%
9,825
+3.3%
1.57%
-0.5%
Q2 2019$1,553,000
+4.1%
9,507
-0.3%
1.58%
-11.1%
Q1 2019$1,492,000
+17.9%
9,538
+1.2%
1.77%
+13.4%
Q4 2018$1,265,000
-15.9%
9,421
+0.8%
1.56%
+11.8%
Q3 2018$1,505,000
+4.8%
9,345
-2.5%
1.40%
+0.9%
Q2 2018$1,436,000
+8.1%
9,588
+2.3%
1.39%
+6.5%
Q1 2018$1,329,0009,3691.30%
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