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 | $1,939,983 | +8.7% | 5,187 | 0.0% | 0.03% | +7.7% |
Q1 2024 | $1,785,363 | +10.7% | 5,187 | 0.0% | 0.03% | 0.0% |
Q4 2023 | $1,612,528 | +14.2% | 5,187 | +0.0% | 0.03% | +4.0% |
Q3 2023 | $1,411,870 | +2.5% | 5,185 | +6.6% | 0.02% | +4.2% |
Q2 2023 | $1,376,828 | -49.2% | 4,866 | -55.3% | 0.02% | -51.0% |
Q1 2023 | $2,712,652 | -1.6% | 10,875 | -15.9% | 0.05% | -9.3% |
Q4 2022 | $2,756,996 | +18.5% | 12,937 | +19.0% | 0.05% | +10.2% |
Q3 2022 | $2,326,000 | -2.6% | 10,873 | +1.5% | 0.05% | +2.1% |
Q2 2022 | $2,387,000 | -19.4% | 10,710 | +4.0% | 0.05% | -4.0% |
Q1 2022 | $2,961,000 | -10.4% | 10,297 | 0.0% | 0.05% | -7.4% |
Q4 2021 | $3,304,000 | +8.9% | 10,297 | -1.5% | 0.05% | -1.8% |
Q3 2021 | $3,033,000 | +1.2% | 10,452 | 0.0% | 0.06% | +3.8% |
Q2 2021 | $2,998,000 | +3.1% | 10,452 | -7.6% | 0.05% | -5.4% |
Q1 2021 | $2,909,000 | +41.2% | 11,317 | +39.2% | 0.06% | +27.3% |
Q4 2020 | $2,060,000 | +11.3% | 8,131 | 0.0% | 0.04% | 0.0% |
Q3 2020 | $1,851,000 | +10.9% | 8,131 | -1.6% | 0.04% | -4.3% |
Q2 2020 | $1,669,000 | +29.0% | 8,261 | 0.0% | 0.05% | +9.5% |
Q1 2020 | $1,294,000 | -14.0% | 8,261 | 0.0% | 0.04% | +7.7% |
Q4 2019 | $1,505,000 | -5.4% | 8,261 | -13.6% | 0.04% | -15.2% |
Q3 2019 | $1,591,000 | -16.9% | 9,566 | -18.4% | 0.05% | -17.9% |
Q2 2019 | $1,915,000 | +5.6% | 11,721 | +1.1% | 0.06% | +1.8% |
Q1 2019 | $1,813,000 | +11.5% | 11,591 | -4.2% | 0.06% | -1.8% |
Q4 2018 | $1,626,000 | -16.6% | 12,103 | 0.0% | 0.06% | -8.2% |
Q3 2018 | $1,949,000 | +7.5% | 12,103 | 0.0% | 0.06% | +1.7% |
Q2 2018 | $1,813,000 | +5.6% | 12,103 | 0.0% | 0.06% | +3.4% |
Q1 2018 | $1,717,000 | +0.8% | 12,103 | -0.1% | 0.06% | -1.7% |
Q4 2017 | $1,704,000 | -13.4% | 12,113 | -18.3% | 0.06% | -18.1% |
Q3 2017 | $1,967,000 | +4.5% | 14,821 | 0.0% | 0.07% | -1.4% |
Q2 2017 | $1,883,000 | +3.6% | 14,821 | -0.8% | 0.07% | 0.0% |
Q1 2017 | $1,817,000 | +9.1% | 14,937 | 0.0% | 0.07% | +2.8% |
Q4 2016 | $1,665,000 | -0.7% | 14,937 | 0.0% | 0.07% | -2.7% |
Q3 2016 | $1,677,000 | +2.1% | 14,937 | -2.5% | 0.07% | +1.4% |
Q2 2016 | $1,642,000 | -3.6% | 15,318 | -4.2% | 0.07% | -4.0% |
Q1 2016 | $1,703,000 | +4.5% | 15,996 | +4.5% | 0.08% | +1.4% |
Q4 2015 | $1,629,000 | +6.1% | 15,310 | 0.0% | 0.07% | -1.3% |
Q3 2015 | $1,535,000 | -19.2% | 15,310 | -13.7% | 0.08% | -10.7% |
Q2 2015 | $1,899,000 | +3.9% | 17,735 | +1.5% | 0.08% | 0.0% |
Q1 2015 | $1,828,000 | +0.2% | 17,471 | 0.0% | 0.08% | -3.4% |
Q4 2014 | $1,824,000 | +4.8% | 17,471 | 0.0% | 0.09% | +2.4% |
Q3 2014 | $1,741,000 | +0.8% | 17,471 | 0.0% | 0.08% | 0.0% |
Q2 2014 | $1,728,000 | +16.9% | 17,471 | +10.5% | 0.08% | +11.8% |
Q1 2014 | $1,478,000 | +84.5% | 15,816 | +83.7% | 0.08% | +85.4% |
Q4 2013 | $801,000 | +47.2% | 8,611 | +34.0% | 0.04% | +41.4% |
Q3 2013 | $544,000 | +8.4% | 6,424 | 0.0% | 0.03% | +3.6% |
Q2 2013 | $502,000 | – | 6,424 | – | 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% |