VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,063 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,397,983 | +8.7% | 11,759 | 0.0% | 1.81% | +7.6% |
| Q1 2024 | $4,047,448 | +0.6% | 11,759 | -9.2% | 1.68% | -11.2% |
| Q4 2023 | $4,024,031 | +21.7% | 12,944 | +6.6% | 1.89% | +11.5% |
| Q3 2023 | $3,306,933 | -4.4% | 12,144 | -0.7% | 1.70% | -15.0% |
| Q2 2023 | $3,458,903 | +14.3% | 12,224 | +0.8% | 1.99% | -0.3% |
| Q1 2023 | $3,025,208 | +85.0% | 12,128 | +58.0% | 2.00% | +62.6% |
| Q4 2022 | $1,635,619 | +14.3% | 7,675 | +14.7% | 1.23% | +19.8% |
| Q3 2022 | $1,431,000 | +90.0% | 6,691 | +98.0% | 1.03% | +202.7% |
| Q2 2022 | $753,000 | -0.5% | 3,379 | +28.3% | 0.34% | -18.9% |
| Q1 2022 | $757,000 | -1.6% | 2,633 | +9.8% | 0.42% | +2.2% |
| Q4 2021 | $769,000 | -24.2% | 2,398 | -31.4% | 0.41% | -8.5% |
| Q3 2021 | $1,014,000 | +47.6% | 3,497 | +45.8% | 0.45% | +15.8% |
| Q2 2021 | $687,000 | -23.5% | 2,398 | -31.4% | 0.39% | -33.1% |
| Q1 2021 | $898,000 | +54.0% | 3,497 | +51.7% | 0.58% | +31.7% |
| Q4 2020 | $583,000 | +12.5% | 2,305 | +1.3% | 0.44% | +2.1% |
| Q3 2020 | $518,000 | +12.9% | 2,276 | 0.0% | 0.43% | -2.7% |
| Q2 2020 | $459,000 | +35.8% | 2,276 | +5.3% | 0.44% | +9.2% |
| Q1 2020 | $338,000 | – | 2,161 | – | 0.40% | – |
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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% |