VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $76,978,884 | +21.6% | 205,815 | +11.5% | 0.20% | +21.6% |
| Q1 2024 | $63,319,301 | +29.3% | 184,510 | +17.2% | 0.17% | +3.7% |
| Q4 2023 | $48,960,532 | +280.7% | 157,490 | +233.4% | 0.16% | +155.6% |
| Q3 2023 | $12,861,082 | -64.1% | 47,231 | -62.7% | 0.06% | -55.0% |
| Q2 2023 | $35,853,088 | -6.2% | 126,707 | +26.3% | 0.14% | +55.6% |
| Q1 2023 | $38,210,386 | +79.5% | 100,314 | +0.4% | 0.09% | -33.8% |
| Q4 2022 | $21,291,022 | +52.4% | 99,903 | +52.9% | 0.14% | -19.0% |
| Q3 2022 | $13,975,000 | -5.6% | 65,319 | -1.7% | 0.17% | +2.4% |
| Q2 2022 | $14,805,000 | -26.4% | 66,421 | -13.4% | 0.16% | -47.4% |
| Q1 2022 | $20,110,000 | +2.2% | 76,658 | +1966.3% | 0.31% | +4.3% |
| Q4 2021 | $19,668,000 | +19.2% | 3,710 | -93.5% | 0.30% | -17.6% |
| Q3 2021 | $16,498,000 | +4.7% | 56,858 | +3.5% | 0.36% | +5.2% |
| Q2 2021 | $15,750,000 | -14.1% | 54,914 | -23.0% | 0.34% | -20.9% |
| Q1 2021 | $18,341,000 | +49.5% | 71,355 | +47.3% | 0.44% | +10.9% |
| Q4 2020 | $12,269,000 | +1.6% | 48,428 | -8.7% | 0.39% | -20.9% |
| Q3 2020 | $12,078,000 | -52.3% | 53,064 | -57.7% | 0.50% | -64.5% |
| Q2 2020 | $25,339,000 | +5.7% | 125,383 | -18.1% | 1.40% | -7.3% |
| Q1 2020 | $23,974,000 | +50.4% | 153,002 | +74.9% | 1.51% | +86.0% |
| Q4 2019 | $15,937,000 | +28.8% | 87,487 | +17.5% | 0.81% | +11.8% |
| Q3 2019 | $12,377,000 | -29.4% | 74,435 | -30.6% | 0.73% | -34.3% |
| Q2 2019 | $17,529,000 | +368.9% | 107,281 | +348.9% | 1.10% | +338.5% |
| Q1 2019 | $3,738,000 | -25.5% | 23,899 | -36.0% | 0.25% | -25.0% |
| Q4 2018 | $5,019,000 | +138.7% | 37,366 | +186.1% | 0.34% | +130.1% |
| Q3 2018 | $2,103,000 | +9.6% | 13,059 | +1.9% | 0.15% | +2.8% |
| Q2 2018 | $1,919,000 | +33.0% | 12,811 | +26.0% | 0.14% | +29.1% |
| Q1 2018 | $1,443,000 | +6.3% | 10,167 | +5.4% | 0.11% | +20.9% |
| Q4 2017 | $1,357,000 | +10.1% | 9,650 | +3.9% | 0.09% | +4.6% |
| Q3 2017 | $1,233,000 | +26.7% | 9,290 | +16.2% | 0.09% | +7.4% |
| Q1 2017 | $973,000 | – | 7,997 | – | 0.08% | – |
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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% |