VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,693,488 | +9.7% | 23,244 | +1.0% | 3.24% | +10.3% |
Q1 2024 | $7,924,172 | +6.7% | 23,022 | -3.6% | 2.93% | -1.1% |
Q4 2023 | $7,425,058 | +14.1% | 23,884 | -0.1% | 2.97% | -2.0% |
Q3 2023 | $6,509,822 | -9.2% | 23,907 | -5.6% | 3.03% | -4.9% |
Q2 2023 | $7,167,031 | +11.4% | 25,330 | -1.8% | 3.18% | +5.5% |
Q1 2023 | $6,431,987 | +15.6% | 25,786 | -1.3% | 3.02% | +11.0% |
Q4 2022 | $5,566,104 | -0.2% | 26,119 | +0.2% | 2.72% | -3.2% |
Q3 2022 | $5,580,000 | -1.6% | 26,079 | +2.6% | 2.81% | +7.7% |
Q2 2022 | $5,668,000 | -18.0% | 25,429 | +5.8% | 2.60% | -4.1% |
Q1 2022 | $6,911,000 | +4.3% | 24,031 | +16.4% | 2.72% | +11.0% |
Q4 2021 | $6,626,000 | +16.4% | 20,648 | +5.3% | 2.45% | +5.5% |
Q3 2021 | $5,690,000 | +6.0% | 19,610 | +4.8% | 2.32% | +3.3% |
Q2 2021 | $5,366,000 | +10.8% | 18,710 | -0.7% | 2.24% | +8.5% |
Q1 2021 | $4,843,000 | +0.7% | 18,843 | -0.8% | 2.07% | -10.9% |
Q4 2020 | $4,810,000 | +4.0% | 18,986 | -6.5% | 2.32% | -10.3% |
Q3 2020 | $4,623,000 | +3.7% | 20,310 | -8.0% | 2.59% | -1.9% |
Q2 2020 | $4,460,000 | +11.3% | 22,071 | -13.7% | 2.64% | -7.8% |
Q1 2020 | $4,006,000 | -6.6% | 25,568 | +8.6% | 2.86% | +15.8% |
Q4 2019 | $4,290,000 | +14.9% | 23,548 | +4.8% | 2.47% | +5.4% |
Q3 2019 | $3,735,000 | -13.8% | 22,461 | -15.3% | 2.34% | -8.4% |
Q2 2019 | $4,332,000 | +11.6% | 26,514 | +6.9% | 2.56% | +6.9% |
Q1 2019 | $3,881,000 | +30.0% | 24,809 | +11.6% | 2.39% | +14.3% |
Q4 2018 | $2,986,000 | +6.9% | 22,226 | +28.2% | 2.10% | +19.7% |
Q3 2018 | $2,793,000 | +14.4% | 17,343 | +6.5% | 1.75% | +8.2% |
Q2 2018 | $2,441,000 | +14.7% | 16,292 | +8.6% | 1.62% | +15.5% |
Q1 2018 | $2,129,000 | +26.1% | 15,007 | +25.0% | 1.40% | +27.0% |
Q4 2017 | $1,689,000 | +5.3% | 12,009 | -0.6% | 1.10% | +2.6% |
Q3 2017 | $1,604,000 | +33.4% | 12,086 | +27.7% | 1.07% | +31.8% |
Q2 2017 | $1,202,000 | +128.5% | 9,465 | +118.8% | 0.82% | +120.9% |
Q1 2017 | $526,000 | – | 4,325 | – | 0.37% | – |
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% |