VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,799 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $781,307 | +8.7% | 2,089 | 0.0% | 0.22% | -13.6% |
Q1 2024 | $719,034 | +10.7% | 2,089 | 0.0% | 0.26% | +0.4% |
Q4 2023 | $649,428 | +14.2% | 2,089 | 0.0% | 0.26% | +3.2% |
Q3 2023 | $568,856 | -3.8% | 2,089 | 0.0% | 0.25% | +6.0% |
Q2 2023 | $591,103 | +13.4% | 2,089 | 0.0% | 0.24% | +10.8% |
Q1 2023 | $521,080 | +17.0% | 2,089 | 0.0% | 0.21% | +15.8% |
Q4 2022 | $445,187 | -0.4% | 2,089 | 0.0% | 0.18% | -10.3% |
Q3 2022 | $447,000 | -4.1% | 2,089 | 0.0% | 0.20% | +2.5% |
Q2 2022 | $466,000 | -22.5% | 2,089 | 0.0% | 0.20% | -9.5% |
Q1 2022 | $601,000 | -10.3% | 2,089 | 0.0% | 0.22% | -1.3% |
Q4 2021 | $670,000 | +10.6% | 2,089 | 0.0% | 0.22% | -0.4% |
Q3 2021 | $606,000 | +0.7% | 2,089 | -0.5% | 0.22% | -7.8% |
Q2 2021 | $602,000 | +11.5% | 2,099 | 0.0% | 0.24% | +3.0% |
Q1 2021 | $540,000 | +1.5% | 2,099 | 0.0% | 0.24% | -7.1% |
Q4 2020 | $532,000 | +11.3% | 2,099 | 0.0% | 0.25% | -3.8% |
Q3 2020 | $478,000 | +12.7% | 2,099 | 0.0% | 0.26% | -8.3% |
Q2 2020 | $424,000 | +28.9% | 2,099 | 0.0% | 0.29% | +7.1% |
Q1 2020 | $329,000 | -13.9% | 2,099 | 0.0% | 0.27% | +7.2% |
Q4 2019 | $382,000 | +9.5% | 2,099 | 0.0% | 0.25% | +2.9% |
Q3 2019 | $349,000 | +1.7% | 2,099 | 0.0% | 0.24% | +4.3% |
Q2 2019 | $343,000 | +4.6% | 2,099 | 0.0% | 0.23% | +13.0% |
Q1 2019 | $328,000 | +16.3% | 2,099 | 0.0% | 0.21% | +0.5% |
Q4 2018 | $282,000 | -16.6% | 2,099 | 0.0% | 0.21% | +6.7% |
Q3 2018 | $338,000 | +7.6% | 2,099 | 0.0% | 0.19% | +7.2% |
Q2 2018 | $314,000 | +5.4% | 2,099 | 0.0% | 0.18% | +21.6% |
Q1 2018 | $298,000 | +1.0% | 2,099 | 0.0% | 0.15% | +4.2% |
Q4 2017 | $295,000 | +5.7% | 2,099 | 0.0% | 0.14% | +2.9% |
Q3 2017 | $279,000 | +8.1% | 2,099 | +3.4% | 0.14% | +4.5% |
Q2 2017 | $258,000 | +4.5% | 2,030 | 0.0% | 0.13% | +6.5% |
Q1 2017 | $247,000 | +9.3% | 2,030 | 0.0% | 0.12% | +3.3% |
Q4 2016 | $226,000 | – | 2,030 | – | 0.12% | – |
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% |