VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,135 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $454,000 | -4.0% | 2,122 | 0.0% | 0.04% | +2.7% |
| Q2 2022 | $473,000 | -20.5% | 2,122 | +2.6% | 0.04% | 0.0% |
| Q1 2022 | $595,000 | -9.2% | 2,068 | +1.3% | 0.04% | +5.7% |
| Q4 2021 | $655,000 | -2.1% | 2,042 | -11.4% | 0.04% | -12.5% |
| Q3 2021 | $669,000 | +16.6% | 2,306 | +15.3% | 0.04% | +14.3% |
| Q2 2021 | $574,000 | +5.7% | 2,000 | -5.4% | 0.04% | -2.8% |
| Q1 2021 | $543,000 | -2.5% | 2,114 | -3.9% | 0.04% | -7.7% |
| Q4 2020 | $557,000 | +11.2% | 2,200 | 0.0% | 0.04% | -4.9% |
| Q3 2020 | $501,000 | +0.6% | 2,200 | -10.8% | 0.04% | -10.9% |
| Q2 2020 | $498,000 | +32.4% | 2,465 | +2.7% | 0.05% | +2.2% |
| Q1 2020 | $376,000 | -14.0% | 2,400 | 0.0% | 0.04% | -2.2% |
| Q4 2019 | $437,000 | +0.9% | 2,400 | -7.9% | 0.05% | -6.1% |
| Q3 2019 | $433,000 | +1.6% | 2,607 | 0.0% | 0.05% | -3.9% |
| Q2 2019 | $426,000 | – | 2,607 | – | 0.05% | – |
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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% |