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 | $150,774,077 | +64.2% | 402,843 | +51.0% | 15.39% | +36.4% |
| Q1 2024 | $91,851,147 | +63.8% | 266,854 | +47.9% | 11.29% | +3.3% |
| Q4 2023 | $56,088,970 | -7.5% | 180,420 | -19.0% | 10.93% | +5.4% |
| Q3 2023 | $60,637,991 | +30.7% | 222,680 | +35.8% | 10.37% | -2.9% |
| Q2 2023 | $46,395,819 | +22.6% | 163,966 | +8.1% | 10.68% | +30.1% |
| Q1 2023 | $37,843,540 | +33.3% | 151,714 | +13.9% | 8.21% | +19.3% |
| Q4 2022 | $28,380,498 | -24.6% | 133,173 | -24.3% | 6.88% | -18.9% |
| Q3 2022 | $37,621,000 | +41.1% | 175,841 | +47.0% | 8.48% | +58.1% |
| Q2 2022 | $26,665,000 | -72.0% | 119,635 | -63.8% | 5.36% | -63.6% |
| Q1 2022 | $95,167,000 | -8.5% | 330,899 | +2.1% | 14.75% | -10.0% |
| Q4 2021 | $104,003,000 | +24.6% | 324,098 | +12.7% | 16.38% | +8.3% |
| Q3 2021 | $83,467,000 | -10.5% | 287,650 | -11.5% | 15.13% | -9.7% |
| Q2 2021 | $93,261,000 | -15.4% | 325,166 | -24.2% | 16.76% | -26.1% |
| Q1 2021 | $110,290,000 | -15.5% | 429,079 | -16.8% | 22.66% | -17.6% |
| Q4 2020 | $130,587,000 | -0.2% | 515,460 | -10.3% | 27.48% | -39.2% |
| Q3 2020 | $130,821,000 | -9.8% | 574,759 | -19.9% | 45.18% | -17.6% |
| Q2 2020 | $145,096,000 | +34.9% | 717,975 | +4.6% | 54.81% | +61.4% |
| Q1 2020 | $107,535,000 | +6.8% | 686,287 | +24.1% | 33.95% | +34.2% |
| Q4 2019 | $100,718,000 | +16.7% | 552,877 | +6.5% | 25.29% | +4.8% |
| Q3 2019 | $86,282,000 | -3.0% | 518,897 | -4.7% | 24.14% | -4.5% |
| Q2 2019 | $88,946,000 | +4.2% | 544,377 | -0.2% | 25.27% | +0.0% |
| Q1 2019 | $85,358,000 | +1750.4% | 545,697 | +1489.1% | 25.26% | +1354.0% |
| Q4 2018 | $4,613,000 | -94.3% | 34,341 | -93.1% | 1.74% | -93.7% |
| Q3 2018 | $80,686,000 | +17.0% | 501,033 | +8.8% | 27.43% | +4.9% |
| Q2 2018 | $68,968,000 | +31.1% | 460,369 | +24.1% | 26.15% | +24.9% |
| Q1 2018 | $52,622,000 | +11.9% | 370,890 | +10.9% | 20.94% | +20.2% |
| Q4 2017 | $47,019,000 | -10.0% | 334,296 | -15.0% | 17.42% | -7.3% |
| Q3 2017 | $52,231,000 | -2.9% | 393,453 | -7.1% | 18.80% | -3.0% |
| Q2 2017 | $53,776,000 | -14.6% | 423,296 | -18.2% | 19.38% | -17.5% |
| Q1 2017 | $62,979,000 | +14.4% | 517,668 | +4.9% | 23.49% | +1.1% |
| Q4 2016 | $55,037,000 | -14.0% | 493,697 | -13.3% | 23.23% | -25.5% |
| Q3 2016 | $63,974,000 | +61.9% | 569,717 | +54.5% | 31.18% | +29.6% |
| Q2 2016 | $39,524,000 | -21.5% | 368,691 | -22.1% | 24.06% | -7.6% |
| Q1 2016 | $50,375,000 | -19.9% | 473,228 | -20.0% | 26.06% | -1.6% |
| Q4 2015 | $62,923,000 | +44.9% | 591,441 | +36.6% | 26.48% | -0.6% |
| Q3 2015 | $43,421,000 | +97.9% | 432,959 | +111.2% | 26.65% | +38.8% |
| Q2 2015 | $21,944,000 | -14.3% | 204,990 | -16.3% | 19.20% | -23.9% |
| Q1 2015 | $25,607,000 | -29.7% | 244,786 | -29.9% | 25.23% | -32.8% |
| Q4 2014 | $36,450,000 | +172.2% | 349,170 | +159.9% | 37.54% | +97.6% |
| Q3 2014 | $13,390,000 | -22.7% | 134,339 | -23.3% | 19.00% | -3.1% |
| Q2 2014 | $17,328,000 | -36.7% | 175,211 | -40.1% | 19.61% | -35.8% |
| Q1 2014 | $27,359,000 | -11.5% | 292,674 | -11.9% | 30.55% | +6.9% |
| Q4 2013 | $30,916,000 | – | 332,256 | – | 28.59% | – |
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% |