VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,804 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $289,073,077 | +27.3% | 772,902 | +17.1% | 3.04% | +18.9% |
| Q1 2024 | $227,121,402 | +10.2% | 659,853 | -0.5% | 2.56% | +0.6% |
| Q4 2023 | $206,132,715 | +10.5% | 663,062 | -3.2% | 2.54% | -4.9% |
| Q3 2023 | $186,523,092 | -16.6% | 684,966 | -13.3% | 2.68% | -16.8% |
| Q2 2023 | $223,602,632 | +6.6% | 790,227 | -6.0% | 3.21% | -4.1% |
| Q1 2023 | $209,732,644 | +10.2% | 840,814 | -5.8% | 3.35% | +1.3% |
| Q4 2022 | $190,234,559 | +0.1% | 892,659 | +0.5% | 3.31% | -10.9% |
| Q3 2022 | $190,039,000 | +1.7% | 888,241 | +5.9% | 3.71% | +4.1% |
| Q2 2022 | $186,938,000 | -20.5% | 838,701 | +2.6% | 3.57% | -7.3% |
| Q1 2022 | $235,029,000 | -11.3% | 817,209 | -1.0% | 3.85% | -7.8% |
| Q4 2021 | $264,841,000 | +2.2% | 825,307 | -7.6% | 4.17% | -5.7% |
| Q3 2021 | $259,251,000 | -9.0% | 893,444 | -10.1% | 4.42% | -9.9% |
| Q2 2021 | $284,959,000 | +84.3% | 993,547 | +65.1% | 4.91% | +50.2% |
| Q1 2021 | $154,648,000 | -6.5% | 601,650 | -7.8% | 3.27% | -13.1% |
| Q4 2020 | $165,331,000 | +11.3% | 652,606 | -0.0% | 3.76% | -1.8% |
| Q3 2020 | $148,590,000 | +7.0% | 652,830 | -5.0% | 3.83% | -4.0% |
| Q2 2020 | $138,810,000 | +24.1% | 686,870 | -3.8% | 4.00% | -0.6% |
| Q1 2020 | $111,885,000 | -16.7% | 714,051 | -3.1% | 4.02% | +2.4% |
| Q4 2019 | $134,292,000 | – | 737,179 | – | 3.92% | – |
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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% |