BARRETT & COMPANY, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,539 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,769,779
+6.7%
12,753
-1.8%
2.16%
+2.0%
Q1 2024$4,470,841
+7.3%
12,989
-3.1%
2.12%
-6.2%
Q4 2023$4,166,311
+9.3%
13,402
-4.3%
2.26%
+0.5%
Q3 2023$3,812,242
-4.1%
14,000
-0.4%
2.24%
-2.6%
Q2 2023$3,976,479
+10.6%
14,053
-2.5%
2.31%
+1.2%
Q1 2023$3,595,817
+22.9%
14,416
+5.0%
2.28%
+17.8%
Q4 2022$2,925,9420.0%13,7300.0%1.93%0.0%
Q3 2022$2,925,94213,7301.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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