VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,799 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $866,944 | +10.7% | 2,318 | +1.9% | 0.03% | +10.7% |
| Q1 2024 | $783,045 | +21.4% | 2,275 | +9.7% | 0.03% | +3.7% |
| Q4 2023 | $644,952 | +9.2% | 2,074 | -4.3% | 0.03% | -25.0% |
| Q3 2023 | $590,532 | -2.9% | 2,168 | +0.9% | 0.04% | +5.9% |
| Q2 2023 | $608,251 | +10.4% | 2,149 | -2.7% | 0.03% | +13.3% |
| Q1 2023 | $551,162 | -0.3% | 2,209 | -14.8% | 0.03% | -3.2% |
| Q4 2022 | $552,722 | -77.1% | 2,593 | -77.0% | 0.03% | -81.0% |
| Q3 2022 | $2,416,000 | +49.4% | 11,294 | +55.7% | 0.16% | +39.3% |
| Q2 2022 | $1,617,000 | +162.1% | 7,253 | +237.8% | 0.12% | +160.0% |
| Q1 2022 | $617,000 | -7.1% | 2,147 | +3.7% | 0.04% | -2.2% |
| Q4 2021 | $664,000 | +10.5% | 2,070 | -0.1% | 0.05% | -6.1% |
| Q3 2021 | $601,000 | +7.1% | 2,072 | +6.1% | 0.05% | +8.9% |
| Q2 2021 | $561,000 | +13.6% | 1,953 | +1.6% | 0.04% | -6.2% |
| Q1 2021 | $494,000 | +1.4% | 1,923 | +0.1% | 0.05% | 0.0% |
| Q4 2020 | $487,000 | +11.4% | 1,922 | 0.0% | 0.05% | -14.3% |
| Q3 2020 | $437,000 | +6.8% | 1,922 | -4.9% | 0.06% | -1.8% |
| Q2 2020 | $409,000 | +96.6% | 2,022 | +52.3% | 0.06% | +96.6% |
| Q1 2020 | $208,000 | -14.0% | 1,328 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $242,000 | +6.1% | 1,328 | -3.3% | 0.03% | -6.5% |
| Q3 2019 | $228,000 | +1.3% | 1,374 | 0.0% | 0.03% | -3.1% |
| Q2 2019 | $225,000 | +0.4% | 1,374 | -1.1% | 0.03% | -8.6% |
| Q3 2018 | $224,000 | -5.9% | 1,389 | -12.7% | 0.04% | -14.6% |
| Q2 2018 | $238,000 | -2.1% | 1,591 | -7.2% | 0.04% | -6.8% |
| Q1 2018 | $243,000 | -23.6% | 1,715 | -24.2% | 0.04% | -26.7% |
| Q4 2017 | $318,000 | +49.3% | 2,264 | +40.8% | 0.06% | +36.4% |
| Q3 2017 | $213,000 | -14.5% | 1,608 | -17.8% | 0.04% | -20.0% |
| Q2 2017 | $249,000 | +5.1% | 1,957 | +0.6% | 0.06% | -6.8% |
| Q1 2017 | $237,000 | +13.9% | 1,946 | +4.3% | 0.06% | +15.7% |
| Q4 2016 | $208,000 | +0.5% | 1,865 | +1.4% | 0.05% | -5.6% |
| Q3 2016 | $207,000 | -6.8% | 1,839 | -11.7% | 0.05% | -16.9% |
| Q4 2015 | $222,000 | +0.9% | 2,083 | -5.2% | 0.06% | -9.7% |
| Q3 2015 | $220,000 | +6.8% | 2,198 | +11.6% | 0.07% | +9.1% |
| Q1 2015 | $206,000 | -10.0% | 1,970 | -10.0% | 0.07% | -7.0% |
| Q4 2014 | $229,000 | +8.5% | 2,190 | +3.5% | 0.07% | 0.0% |
| Q3 2014 | $211,000 | -6.2% | 2,115 | -7.2% | 0.07% | -7.8% |
| Q2 2014 | $225,000 | +10.3% | 2,278 | +4.3% | 0.08% | +1.3% |
| Q1 2014 | $204,000 | -12.8% | 2,184 | -13.1% | 0.08% | -15.6% |
| Q4 2013 | $234,000 | -28.4% | 2,512 | -34.9% | 0.09% | -40.8% |
| Q3 2013 | $327,000 | +2.2% | 3,861 | -5.8% | 0.15% | -14.1% |
| Q2 2013 | $320,000 | – | 4,099 | – | 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% |