VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,570 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $344,921 | +10.6% | 922 | +1.8% | 0.04% | +7.7% |
| Q1 2024 | $311,845 | +9.0% | 906 | -1.5% | 0.04% | +2.6% |
| Q4 2023 | $286,010 | -1.2% | 920 | -13.5% | 0.04% | -9.5% |
| Q3 2023 | $289,466 | +1.2% | 1,063 | +5.1% | 0.04% | -2.3% |
| Q2 2023 | $286,073 | +36.9% | 1,011 | +39.4% | 0.04% | +38.7% |
| Q1 2022 | $209,000 | -13.6% | 725 | -4.0% | 0.03% | -8.8% |
| Q4 2021 | $242,000 | +8.5% | 755 | -1.9% | 0.03% | +6.2% |
| Q3 2021 | $223,000 | +2.8% | 770 | +1.7% | 0.03% | 0.0% |
| Q2 2021 | $217,000 | +80.8% | 757 | -5.4% | 0.03% | +18.5% |
| Q2 2018 | $120,000 | +23.7% | 800 | 0.0% | 0.03% | +3.8% |
| Q1 2017 | $97,000 | +15.5% | 800 | +6.7% | 0.03% | +4.0% |
| Q4 2016 | $84,000 | +25.4% | 750 | +25.0% | 0.02% | +25.0% |
| Q3 2016 | $67,000 | -70.2% | 600 | -71.4% | 0.02% | -74.0% |
| Q2 2015 | $225,000 | +3.7% | 2,100 | +1.2% | 0.08% | +2.7% |
| Q1 2015 | $217,000 | 0.0% | 2,075 | 0.0% | 0.08% | -6.2% |
| Q4 2014 | $217,000 | +244.4% | 2,075 | +159.4% | 0.08% | +158.1% |
| Q2 2013 | $63,000 | – | 800 | – | 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% |