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 | $618,519 | +4.6% | 1,654 | -3.8% | 0.05% | +5.9% |
| Q1 2024 | $591,593 | +10.8% | 1,719 | +0.1% | 0.05% | +4.1% |
| Q4 2023 | $534,092 | +14.2% | 1,718 | 0.0% | 0.05% | +2.1% |
| Q3 2023 | $467,829 | -6.7% | 1,718 | -3.1% | 0.05% | -7.7% |
| Q2 2023 | $501,590 | +11.2% | 1,773 | -1.9% | 0.05% | +6.1% |
| Q1 2023 | $450,868 | +16.2% | 1,808 | -0.7% | 0.05% | +14.0% |
| Q4 2022 | $387,938 | -6.1% | 1,820 | -7.2% | 0.04% | -10.4% |
| Q3 2022 | $413,000 | +4.0% | 1,961 | +10.0% | 0.05% | +4.3% |
| Q2 2022 | $397,000 | -20.6% | 1,783 | +2.6% | 0.05% | -6.1% |
| Q1 2022 | $500,000 | -12.4% | 1,738 | -2.4% | 0.05% | -10.9% |
| Q4 2021 | $571,000 | +10.4% | 1,781 | 0.0% | 0.06% | -3.5% |
| Q3 2021 | $517,000 | -2.6% | 1,781 | -3.8% | 0.06% | -3.4% |
| Q2 2021 | $531,000 | +15.9% | 1,852 | +4.0% | 0.06% | +11.3% |
| Q1 2021 | $458,000 | +5.3% | 1,781 | +3.7% | 0.05% | -3.6% |
| Q4 2020 | $435,000 | +11.3% | 1,718 | 0.0% | 0.06% | +1.9% |
| Q3 2020 | $391,000 | +12.7% | 1,718 | 0.0% | 0.05% | +10.2% |
| Q2 2020 | $347,000 | +29.0% | 1,718 | 0.0% | 0.05% | +22.5% |
| Q1 2020 | $269,000 | -14.1% | 1,718 | 0.0% | 0.04% | +5.3% |
| Q4 2019 | $313,000 | +9.4% | 1,718 | 0.0% | 0.04% | -2.6% |
| Q3 2019 | $286,000 | -2.4% | 1,718 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $293,000 | +21.6% | 1,718 | +11.3% | 0.04% | +14.3% |
| Q1 2019 | $241,000 | +13.7% | 1,543 | -2.3% | 0.04% | +2.9% |
| Q4 2018 | $212,000 | -6.6% | 1,579 | +2.3% | 0.03% | -2.9% |
| Q3 2018 | $227,000 | -1.7% | 1,543 | 0.0% | 0.04% | -5.4% |
| Q2 2018 | $231,000 | +5.5% | 1,543 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $219,000 | – | 1,543 | – | 0.04% | – |
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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% |