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 | $187,405,665 | +62.6% | 501,071 | +49.6% | 1.34% | +30.6% |
| Q1 2024 | $115,285,985 | +41.4% | 334,939 | +27.7% | 1.02% | +26.3% |
| Q4 2023 | $81,555,220 | +23.5% | 262,337 | +8.2% | 0.81% | +9.6% |
| Q3 2023 | $66,024,586 | -1.7% | 242,461 | +2.1% | 0.74% | -3.8% |
| Q2 2023 | $67,170,649 | +14.0% | 237,386 | +0.5% | 0.77% | +6.4% |
| Q1 2023 | $58,946,934 | -0.3% | 236,317 | -14.9% | 0.72% | -8.5% |
| Q4 2022 | $59,148,986 | +9.8% | 277,551 | +10.2% | 0.79% | -4.6% |
| Q3 2022 | $53,869,000 | +0.0% | 251,785 | +4.2% | 0.83% | +1.8% |
| Q2 2022 | $53,850,000 | -13.0% | 241,598 | +12.3% | 0.81% | -4.5% |
| Q1 2022 | $61,878,000 | -2.3% | 215,097 | +9.0% | 0.85% | -11.0% |
| Q4 2021 | $63,361,000 | +15.1% | 197,421 | +4.2% | 0.96% | +4.0% |
| Q3 2021 | $55,032,000 | +6.5% | 189,486 | +5.1% | 0.92% | -2.1% |
| Q2 2021 | $51,697,000 | +17.6% | 180,333 | +5.5% | 0.94% | -0.6% |
| Q1 2021 | $43,952,000 | -15.8% | 170,877 | -17.0% | 0.94% | -23.9% |
| Q4 2020 | $52,181,000 | -11.5% | 205,925 | -20.5% | 1.24% | +31.2% |
| Q3 2020 | $58,962,000 | +103.5% | 259,031 | +80.6% | 0.95% | +13.3% |
| Q2 2020 | $28,968,000 | +73.5% | 143,398 | +34.6% | 0.84% | +67.7% |
| Q1 2020 | $16,701,000 | -17.9% | 106,523 | -4.6% | 0.50% | +5.5% |
| Q4 2019 | $20,338,000 | +30.8% | 111,679 | +19.5% | 0.47% | -25.0% |
| Q3 2019 | $15,543,000 | +6.8% | 93,471 | +4.9% | 0.63% | -2.0% |
| Q2 2019 | $14,557,000 | +25.6% | 89,094 | +20.2% | 0.64% | +4.2% |
| Q1 2019 | $11,593,000 | +29.7% | 74,117 | +11.4% | 0.62% | -59.0% |
| Q4 2018 | $8,940,000 | – | 66,511 | – | 1.50% | – |
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% |