VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,594,247 | +5.8% | 14,957 | -2.7% | 0.58% | +3.2% |
Q1 2024 | $5,289,831 | +4.6% | 15,368 | -5.5% | 0.56% | -5.8% |
Q4 2023 | $5,058,144 | +1.8% | 16,270 | -10.9% | 0.60% | -7.7% |
Q3 2023 | $4,970,013 | -4.3% | 18,251 | -0.6% | 0.65% | -5.8% |
Q2 2023 | $5,192,940 | +12.6% | 18,352 | -0.7% | 0.69% | +8.7% |
Q1 2023 | $4,610,174 | +13.6% | 18,482 | -2.9% | 0.63% | +12.4% |
Q4 2022 | $4,056,762 | +85.5% | 19,036 | +86.2% | 0.56% | +67.9% |
Q3 2022 | $2,187,000 | +127.6% | 10,223 | +137.0% | 0.34% | +147.1% |
Q2 2022 | $961,000 | +29.3% | 4,313 | +66.9% | 0.14% | +33.3% |
Q1 2022 | $743,000 | -24.0% | 2,584 | -15.2% | 0.10% | -15.7% |
Q4 2021 | $978,000 | +10.4% | 3,047 | -0.2% | 0.12% | +3.4% |
Q3 2021 | $886,000 | +10.8% | 3,052 | +9.5% | 0.12% | +11.4% |
Q2 2021 | $800,000 | +26.0% | 2,788 | +12.8% | 0.10% | +19.3% |
Q1 2021 | $635,000 | +12.8% | 2,472 | +11.3% | 0.09% | +4.8% |
Q4 2020 | $563,000 | +42.9% | 2,222 | +28.5% | 0.08% | +31.2% |
Q3 2020 | $394,000 | +12.9% | 1,729 | 0.0% | 0.06% | +3.2% |
Q2 2020 | $349,000 | +14.8% | 1,729 | -10.7% | 0.06% | -4.6% |
Q1 2020 | $304,000 | -48.2% | 1,937 | -39.9% | 0.06% | -35.0% |
Q4 2019 | $587,000 | +8.9% | 3,223 | -0.6% | 0.10% | +1.0% |
Q3 2019 | $539,000 | +1.3% | 3,244 | -0.4% | 0.10% | -2.9% |
Q2 2019 | $532,000 | +4.5% | 3,256 | 0.0% | 0.10% | -15.0% |
Q1 2019 | $509,000 | +16.5% | 3,256 | 0.0% | 0.12% | -14.3% |
Q4 2018 | $437,000 | -26.2% | 3,256 | -11.5% | 0.14% | -6.0% |
Q3 2018 | $592,000 | +1.5% | 3,679 | -5.5% | 0.15% | -2.0% |
Q2 2018 | $583,000 | -1.7% | 3,892 | -6.9% | 0.15% | -1.9% |
Q1 2018 | $593,000 | +4.0% | 4,180 | +3.1% | 0.16% | +3.3% |
Q4 2017 | $570,000 | +1.8% | 4,056 | -3.8% | 0.15% | +0.7% |
Q3 2017 | $560,000 | -3.1% | 4,218 | -7.3% | 0.15% | -8.6% |
Q2 2017 | $578,000 | -0.2% | 4,550 | -4.5% | 0.16% | +1.9% |
Q1 2017 | $579,000 | +9.0% | 4,762 | -0.1% | 0.16% | -1.2% |
Q4 2016 | $531,000 | -62.4% | 4,767 | -62.1% | 0.16% | -63.8% |
Q3 2016 | $1,413,000 | +3.4% | 12,583 | -1.2% | 0.45% | +0.4% |
Q2 2016 | $1,366,000 | -4.5% | 12,739 | -5.2% | 0.45% | -3.0% |
Q1 2016 | $1,430,000 | -1.0% | 13,434 | -1.0% | 0.46% | -11.4% |
Q4 2015 | $1,444,000 | -6.9% | 13,569 | -12.2% | 0.52% | -22.9% |
Q3 2015 | $1,551,000 | -8.6% | 15,463 | -2.4% | 0.67% | +10.7% |
Q2 2015 | $1,697,000 | -3.5% | 15,848 | -5.7% | 0.61% | +0.2% |
Q1 2015 | $1,758,000 | -11.7% | 16,802 | -11.9% | 0.61% | -13.5% |
Q4 2014 | $1,990,000 | +6.9% | 19,063 | +2.0% | 0.70% | +11.3% |
Q3 2014 | $1,862,000 | -2.9% | 18,682 | -3.6% | 0.63% | -1.7% |
Q2 2014 | $1,917,000 | -88.5% | 19,388 | -89.1% | 0.64% | -88.6% |
Q1 2014 | $16,673,000 | -2.4% | 178,358 | -2.8% | 5.65% | -4.9% |
Q4 2013 | $17,083,000 | +8.5% | 183,588 | -1.4% | 5.94% | -5.5% |
Q3 2013 | $15,751,000 | -2.8% | 186,162 | -10.2% | 6.29% | -10.1% |
Q2 2013 | $16,202,000 | – | 207,325 | – | 6.99% | – |
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% |