VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $519,290 | +6.4% | 1,388 | -2.1% | 0.13% | +14.5% |
| Q1 2024 | $488,227 | +10.7% | 1,418 | 0.0% | 0.11% | -7.6% |
| Q4 2023 | $440,909 | +15.2% | 1,418 | +0.9% | 0.12% | +8.2% |
| Q3 2023 | $382,871 | -3.8% | 1,406 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $397,793 | +13.5% | 1,406 | 0.0% | 0.11% | +7.9% |
| Q1 2023 | $350,621 | +17.1% | 1,406 | +0.1% | 0.10% | +13.5% |
| Q4 2022 | $299,503 | -14.9% | 1,405 | -14.6% | 0.09% | -33.1% |
| Q3 2022 | $352,000 | -23.3% | 1,645 | -20.0% | 0.13% | -17.9% |
| Q2 2022 | $459,000 | -50.0% | 2,055 | -35.6% | 0.16% | -40.9% |
| Q1 2022 | $918,000 | -12.7% | 3,190 | -2.6% | 0.27% | -13.8% |
| Q4 2021 | $1,051,000 | +15.9% | 3,275 | +4.8% | 0.32% | +2.3% |
| Q3 2021 | $907,000 | +11.6% | 3,126 | +10.2% | 0.31% | +8.0% |
| Q2 2021 | $813,000 | +5.6% | 2,836 | -5.3% | 0.29% | +4.3% |
| Q1 2021 | $770,000 | -2.5% | 2,994 | -4.0% | 0.28% | -8.6% |
| Q4 2020 | $790,000 | +7.2% | 3,119 | -3.7% | 0.30% | -1.3% |
| Q3 2020 | $737,000 | +30.2% | 3,240 | +15.1% | 0.31% | +21.9% |
| Q2 2020 | $566,000 | +67.5% | 2,815 | +30.7% | 0.25% | +41.0% |
| Q1 2020 | $338,000 | – | 2,153 | – | 0.18% | – |
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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% |