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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,441,435 | +8.0% | 3,854 | -0.6% | 0.25% | +16.6% |
| Q1 2024 | $1,335,152 | +2.2% | 3,879 | -7.7% | 0.21% | -11.3% |
| Q4 2023 | $1,306,629 | +7.5% | 4,203 | -5.9% | 0.24% | +2.1% |
| Q3 2023 | $1,215,865 | -8.9% | 4,465 | -5.3% | 0.23% | -3.3% |
| Q2 2023 | $1,334,439 | +1.8% | 4,716 | -10.2% | 0.24% | -4.7% |
| Q1 2023 | $1,310,308 | +9.4% | 5,253 | -6.5% | 0.25% | +5.4% |
| Q4 2022 | $1,197,678 | -7.3% | 5,620 | -7.0% | 0.24% | -20.5% |
| Q3 2022 | $1,292,000 | +1.2% | 6,042 | +5.5% | 0.30% | +4.5% |
| Q2 2022 | $1,277,000 | -17.3% | 5,729 | +6.7% | 0.29% | -2.7% |
| Q1 2022 | $1,544,000 | -23.2% | 5,368 | -14.3% | 0.30% | -24.8% |
| Q4 2021 | $2,011,000 | +4.5% | 6,267 | -5.6% | 0.40% | -9.8% |
| Q3 2021 | $1,925,000 | -1.7% | 6,636 | -2.8% | 0.44% | -1.4% |
| Q2 2021 | $1,958,000 | +11.4% | 6,827 | -0.2% | 0.44% | +7.0% |
| Q1 2021 | $1,757,000 | +1.0% | 6,838 | -0.4% | 0.42% | -7.0% |
| Q4 2020 | $1,740,000 | +4.9% | 6,867 | -5.7% | 0.45% | +4.0% |
| Q3 2020 | $1,658,000 | +6.6% | 7,285 | -5.3% | 0.43% | +1.4% |
| Q2 2020 | $1,555,000 | – | 7,694 | – | 0.42% | – |
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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% |