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 | $21,780,813 | +7.7% | 58,236 | -0.9% | 1.65% | +6.8% |
Q1 2024 | $20,222,064 | +31.0% | 58,751 | +18.3% | 1.54% | +22.4% |
Q4 2023 | $15,435,022 | +23.4% | 49,649 | +8.1% | 1.26% | +8.7% |
Q3 2023 | $12,511,579 | +0.4% | 45,946 | +4.4% | 1.16% | +5.6% |
Q2 2023 | $12,457,274 | +31.6% | 44,025 | +16.0% | 1.10% | +24.5% |
Q1 2023 | $9,466,098 | +29.0% | 37,949 | +10.2% | 0.88% | +21.0% |
Q4 2022 | $7,337,339 | -0.6% | 34,430 | -0.2% | 0.73% | -9.7% |
Q3 2022 | $7,380,000 | +49.9% | 34,496 | +56.2% | 0.81% | +57.5% |
Q2 2022 | $4,923,000 | -39.3% | 22,088 | -21.6% | 0.51% | -26.1% |
Q1 2022 | $8,107,000 | +23.2% | 28,188 | +37.5% | 0.69% | +26.9% |
Q4 2021 | $6,579,000 | +13.4% | 20,501 | +2.5% | 0.55% | -0.7% |
Q3 2021 | $5,804,000 | +3.3% | 20,004 | +2.1% | 0.55% | +26.1% |
Q2 2021 | $5,617,000 | +7.3% | 19,584 | -3.9% | 0.44% | -17.9% |
Q1 2021 | $5,237,000 | +1.3% | 20,373 | -0.2% | 0.53% | -10.9% |
Q4 2020 | $5,172,000 | +12.3% | 20,415 | +0.9% | 0.60% | -11.8% |
Q3 2020 | $4,605,000 | +12.6% | 20,234 | -0.1% | 0.68% | -1.0% |
Q2 2020 | $4,091,000 | +30.3% | 20,245 | +1.0% | 0.68% | +9.3% |
Q1 2020 | $3,140,000 | +59.1% | 20,039 | +84.9% | 0.63% | +99.4% |
Q4 2019 | $1,974,000 | +13.2% | 10,835 | +3.3% | 0.31% | +5.7% |
Q3 2019 | $1,744,000 | +53.5% | 10,489 | +50.9% | 0.30% | +50.8% |
Q2 2019 | $1,136,000 | +36.5% | 6,952 | +30.6% | 0.20% | +34.0% |
Q1 2019 | $832,000 | +22.4% | 5,322 | +5.1% | 0.15% | +5.8% |
Q4 2018 | $680,000 | – | 5,063 | – | 0.14% | – |
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% |