VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 710 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $5,835,000 | -13.3% | 37,240 | +0.8% | 4.76% | +53.0% |
| Q4 2019 | $6,728,000 | +64.3% | 36,932 | +50.0% | 3.11% | +53.1% |
| Q3 2019 | $4,095,000 | +5.4% | 24,625 | +3.5% | 2.03% | +2.7% |
| Q2 2019 | $3,887,000 | +3.9% | 23,791 | -0.5% | 1.98% | +0.9% |
| Q1 2019 | $3,741,000 | -18.9% | 23,915 | -30.4% | 1.96% | -55.0% |
| Q4 2018 | $4,613,000 | +20.6% | 34,343 | +44.6% | 4.36% | +128.1% |
| Q3 2018 | $3,825,000 | +2.8% | 23,753 | -4.3% | 1.91% | -2.0% |
| Q2 2018 | $3,720,000 | -32.0% | 24,833 | -35.6% | 1.95% | -36.1% |
| Q1 2018 | $5,467,000 | -4.1% | 38,532 | -4.9% | 3.05% | -7.2% |
| Q4 2017 | $5,699,000 | +1.8% | 40,521 | -3.9% | 3.29% | -2.3% |
| Q3 2017 | $5,599,000 | -63.2% | 42,176 | -70.3% | 3.36% | -69.6% |
| Q2 2015 | $15,204,000 | -13.3% | 142,023 | -15.3% | 11.05% | -12.6% |
| Q1 2015 | $17,546,000 | -1.1% | 167,726 | -1.3% | 12.64% | -4.4% |
| Q4 2014 | $17,747,000 | -3.9% | 170,005 | -8.3% | 13.22% | -1.7% |
| Q3 2014 | $18,470,000 | +23.0% | 185,310 | +22.1% | 13.45% | +24.4% |
| Q2 2014 | $15,011,000 | +8.9% | 151,784 | +3.0% | 10.81% | +2.0% |
| Q1 2014 | $13,778,000 | +9.9% | 147,391 | +9.4% | 10.59% | +22.7% |
| Q4 2013 | $12,541,000 | – | 134,780 | – | 8.64% | – |
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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% |