VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $22,474,355 | +10.1% | 60,090 | +1.3% | 0.29% | +6.3% |
Q1 2024 | $20,412,818 | +15.5% | 59,305 | +4.3% | 0.27% | +6.7% |
Q4 2023 | $17,668,317 | +15.1% | 56,833 | +0.8% | 0.25% | +5.9% |
Q3 2023 | $15,349,163 | -3.7% | 56,367 | +0.1% | 0.24% | -1.2% |
Q2 2023 | $15,931,075 | +14.1% | 56,302 | +0.6% | 0.24% | +7.1% |
Q1 2023 | $13,966,463 | +14.0% | 55,991 | -2.6% | 0.23% | +7.1% |
Q4 2022 | $12,247,000 | -0.8% | 57,468 | -0.4% | 0.21% | -7.0% |
Q3 2022 | $12,342,000 | -4.4% | 57,684 | -0.4% | 0.23% | +1.8% |
Q2 2022 | $12,912,000 | -25.8% | 57,931 | -4.3% | 0.22% | -10.1% |
Q1 2022 | $17,406,000 | -12.1% | 60,521 | -2.0% | 0.25% | -9.8% |
Q4 2021 | $19,807,000 | +9.4% | 61,725 | -1.1% | 0.28% | -3.8% |
Q3 2021 | $18,105,000 | -0.1% | 62,395 | -1.2% | 0.29% | -1.4% |
Q2 2021 | $18,117,000 | +16.4% | 63,166 | +4.4% | 0.29% | +7.4% |
Q1 2021 | $15,558,000 | +5.2% | 60,527 | +3.7% | 0.27% | +3.1% |
Q4 2020 | $14,790,000 | +19.5% | 58,381 | +7.3% | 0.26% | +8.3% |
Q3 2020 | $12,381,000 | +124.3% | 54,395 | +99.2% | 0.24% | +98.4% |
Q2 2020 | $5,519,000 | +22.3% | 27,311 | -5.2% | 0.12% | +5.2% |
Q1 2020 | $4,514,000 | +2.5% | 28,808 | +19.2% | 0.12% | +16.0% |
Q4 2019 | $4,404,000 | +12.8% | 24,173 | +3.0% | 0.10% | +4.2% |
Q3 2019 | $3,903,000 | +6.0% | 23,470 | +4.2% | 0.10% | +4.3% |
Q2 2019 | $3,681,000 | +7.3% | 22,530 | +2.7% | 0.09% | +3.4% |
Q1 2019 | $3,430,000 | +43.0% | 21,930 | +22.8% | 0.09% | +30.9% |
Q4 2018 | $2,398,000 | -16.8% | 17,853 | -0.2% | 0.07% | -5.6% |
Q3 2018 | $2,881,000 | -3.4% | 17,889 | -10.1% | 0.07% | -11.1% |
Q2 2018 | $2,981,000 | +6.9% | 19,899 | +1.2% | 0.08% | +5.2% |
Q1 2018 | $2,789,000 | +21.8% | 19,658 | +20.7% | 0.08% | +20.3% |
Q4 2017 | $2,290,000 | +7.8% | 16,280 | +1.7% | 0.06% | 0.0% |
Q3 2017 | $2,125,000 | +9.0% | 16,010 | +4.4% | 0.06% | +6.7% |
Q2 2017 | $1,949,000 | +12.3% | 15,340 | +7.6% | 0.06% | +5.3% |
Q1 2017 | $1,735,000 | +9.8% | 14,260 | +0.6% | 0.06% | +3.6% |
Q4 2016 | $1,580,000 | +4.8% | 14,175 | +5.6% | 0.06% | +3.8% |
Q3 2016 | $1,507,000 | +3.3% | 13,425 | -1.4% | 0.05% | +1.9% |
Q2 2016 | $1,459,000 | +4.7% | 13,610 | +4.0% | 0.05% | +4.0% |
Q1 2016 | $1,393,000 | +3.0% | 13,085 | +3.0% | 0.05% | +6.4% |
Q4 2015 | $1,352,000 | +6.7% | 12,710 | +0.6% | 0.05% | +2.2% |
Q3 2015 | $1,267,000 | -7.0% | 12,630 | -0.8% | 0.05% | -4.2% |
Q2 2015 | $1,363,000 | +2.8% | 12,730 | +0.4% | 0.05% | +6.7% |
Q1 2015 | $1,326,000 | +1.1% | 12,675 | +1.0% | 0.04% | 0.0% |
Q4 2014 | $1,311,000 | +13.1% | 12,555 | +8.0% | 0.04% | +7.1% |
Q3 2014 | $1,159,000 | -0.7% | 11,625 | -1.4% | 0.04% | -2.3% |
Q2 2014 | $1,167,000 | +7.9% | 11,795 | +1.9% | 0.04% | +7.5% |
Q1 2014 | $1,082,000 | +7.3% | 11,570 | +6.8% | 0.04% | +5.3% |
Q4 2013 | $1,008,000 | +9.4% | 10,830 | -0.5% | 0.04% | 0.0% |
Q3 2013 | $921,000 | +13.7% | 10,880 | +5.0% | 0.04% | +11.8% |
Q2 2013 | $810,000 | – | 10,365 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Trust Co of Tennessee | 256,175 | $95,811,396 | 34.28% |
Rezny Wealth Management, Inc. | 318,706 | $119,199,231 | 31.88% |
GOLDEN ROAD ADVISORS LLC | 97,307 | $37,787,387 | 31.16% |
Fee-Only Financial Planning, L.C. | 118,864 | $44,456,138 | 29.93% |
Safeguard Financial, LLC | 283,568 | $106,057,133 | 29.49% |
Balentine LLC | 1,720,031 | $643,308,769 | 29.24% |
Dougherty Wealth Advisers LLC | 88,938 | $33,263,701 | 29.07% |
STEVENS CAPITAL PARTNERS | 143,528 | $53,680,781 | 27.70% |
Blackston Financial Advisory Group, LLC | 155,977 | $46,287,143 | 25.90% |
Mill Creek Capital Advisors, LLC | 2,663,497 | $996,174,634 | 25.36% |