Clearstead Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,135 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$10,755,881
+528.3%
28,758
+477.6%
0.18%
+116.5%
Q1 2024$1,711,900
+11.0%
4,979
+0.3%
0.08%
+3.7%
Q4 2023$1,542,794
-30.8%
4,963
-39.4%
0.08%
+26.2%
Q3 2023$2,230,274
+94.7%
8,190
+102.4%
0.06%
-5.8%
Q2 2023$1,145,245
+76.2%
4,047
+55.4%
0.07%
+46.8%
Q1 2023$649,796
+251.7%
2,605
+200.5%
0.05%
+235.7%
Q4 2022$184,749
-1.2%
867
-0.9%
0.01%
-17.6%
Q3 2022$187,000
+274.0%
875
+292.4%
0.02%
+325.0%
Q2 2022$50,000
-67.3%
223
-58.2%
0.00%
-60.0%
Q1 2022$153,000
-15.5%
533
-5.7%
0.01%
-16.7%
Q4 2021$181,000
-85.3%
565
-86.7%
0.01%
-87.0%
Q3 2021$1,233,000
+15312.5%
4,249
+15075.0%
0.09%
+9100.0%
Q2 2021$8,000
+14.3%
280.0%0.00%0.0%
Q1 2021$7,000
-63.2%
28
-63.2%
0.00%
-50.0%
Q4 2020$19,000
+11.8%
760.0%0.00%0.0%
Q3 2020$17,000
+13.3%
760.0%0.00%0.0%
Q2 2020$15,000
-75.8%
76
-80.9%
0.00%
-77.8%
Q1 2020$62,000
-97.4%
398
-97.7%
0.01%
-97.2%
Q4 2017$2,394,000
+4.2%
17,022
-1.7%
0.32%
+8.7%
Q3 2017$2,298,000
+6.1%
17,313
+1.6%
0.30%
-5.4%
Q2 2017$2,165,000
+6.2%
17,043
+1.7%
0.32%
+6.8%
Q1 2017$2,038,000
+9.5%
16,755
+0.3%
0.30%
-1.7%
Q4 2016$1,862,00016,7050.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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