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 | $485,223 | +8.7% | 1,297 | 0.0% | 0.02% | +9.5% |
| Q1 2024 | $446,548 | -40.8% | 1,297 | -46.5% | 0.02% | -46.2% |
| Q4 2023 | $754,319 | +77.8% | 2,426 | +55.7% | 0.04% | +56.0% |
| Q3 2023 | $424,368 | -10.8% | 1,558 | -7.3% | 0.02% | -13.8% |
| Q2 2023 | $475,621 | +13.1% | 1,681 | -0.3% | 0.03% | +7.4% |
| Q1 2023 | $420,507 | +17.0% | 1,686 | -0.1% | 0.03% | +3.8% |
| Q4 2022 | $359,456 | +13.0% | 1,687 | +13.6% | 0.03% | -3.7% |
| Q3 2022 | $318,000 | -6.2% | 1,485 | -2.2% | 0.03% | -10.0% |
| Q2 2022 | $339,000 | -53.6% | 1,519 | -40.2% | 0.03% | -50.8% |
| Q1 2022 | $730,000 | +5.8% | 2,539 | +18.0% | 0.06% | +1.7% |
| Q4 2021 | $690,000 | +10.0% | 2,151 | -0.4% | 0.06% | -10.4% |
| Q3 2021 | $627,000 | +1.3% | 2,159 | 0.0% | 0.07% | -23.0% |
| Q2 2021 | $619,000 | -8.6% | 2,159 | -18.0% | 0.09% | -25.0% |
| Q1 2021 | $677,000 | +110.2% | 2,633 | +110.0% | 0.12% | +96.6% |
| Q4 2020 | $322,000 | +17.5% | 1,254 | +4.3% | 0.06% | 0.0% |
| Q3 2020 | $274,000 | +7.5% | 1,202 | 0.0% | 0.06% | +3.5% |
| Q2 2020 | $255,000 | -19.3% | 1,202 | -30.6% | 0.06% | -14.9% |
| Q4 2019 | $316,000 | +3.6% | 1,733 | -5.7% | 0.07% | -8.2% |
| Q3 2019 | $305,000 | +2.7% | 1,837 | +1.0% | 0.07% | 0.0% |
| Q2 2019 | $297,000 | +4.6% | 1,819 | +0.3% | 0.07% | +2.8% |
| Q1 2019 | $284,000 | – | 1,814 | – | 0.07% | – |
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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% |