VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,804 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $75,438 | +8.5% | 201,700 | -0.2% | 0.20% | +4.3% |
Q1 2024 | $69,542 | +17.7% | 202,039 | +6.3% | 0.19% | +10.0% |
Q4 2023 | $59,062 | +14.6% | 189,984 | +0.4% | 0.17% | +4.3% |
Q3 2023 | $51,550 | -0.5% | 189,305 | +3.4% | 0.16% | +1.9% |
Q2 2023 | $51,795 | +16.9% | 183,048 | +3.0% | 0.16% | +11.9% |
Q1 2023 | $44,312 | +21.2% | 177,646 | +3.6% | 0.14% | +14.4% |
Q4 2022 | $36,552 | -99.9% | 171,516 | +0.7% | 0.12% | -8.1% |
Q3 2022 | $37,972,000 | 0.0% | 170,363 | 0.0% | 0.14% | 0.0% |
Q2 2022 | $37,972,000 | -13.5% | 170,363 | +11.6% | 0.14% | -2.9% |
Q1 2022 | $43,912,000 | -9.1% | 152,685 | +1.4% | 0.14% | -6.7% |
Q4 2021 | $48,310,000 | +13.3% | 150,546 | +2.4% | 0.15% | +4.9% |
Q3 2021 | $42,643,000 | +9.1% | 146,958 | +7.8% | 0.14% | +7.5% |
Q2 2021 | $39,094,000 | +19.0% | 136,307 | +6.7% | 0.13% | +7.3% |
Q1 2021 | $32,851,000 | +15.7% | 127,806 | +14.0% | 0.12% | +4.2% |
Q4 2020 | $28,397,000 | +23.2% | 112,089 | +10.7% | 0.12% | +5.3% |
Q3 2020 | $23,051,000 | +25.2% | 101,272 | +11.1% | 0.11% | +15.3% |
Q2 2020 | $18,416,000 | +50.6% | 91,130 | +16.8% | 0.10% | +28.9% |
Q1 2020 | $12,230,000 | -5.4% | 78,050 | +9.9% | 0.08% | +13.4% |
Q4 2019 | $12,933,000 | +37.4% | 70,993 | +23.2% | 0.07% | +26.4% |
Q3 2019 | $9,413,000 | 0.0% | 57,609 | 0.0% | 0.05% | 0.0% |
Q2 2019 | $9,413,000 | +14.3% | 57,609 | +9.4% | 0.05% | +6.0% |
Q1 2019 | $8,238,000 | +32.8% | 52,667 | +14.0% | 0.05% | +13.6% |
Q4 2018 | $6,204,000 | -5.8% | 46,183 | +12.9% | 0.04% | +2.3% |
Q3 2018 | $6,586,000 | +9.2% | 40,898 | +1.6% | 0.04% | 0.0% |
Q2 2018 | $6,029,000 | +9.1% | 40,241 | +3.6% | 0.04% | +7.5% |
Q1 2018 | $5,525,000 | +35.6% | 38,835 | +34.0% | 0.04% | +21.2% |
Q4 2017 | $4,075,000 | +24.6% | 28,974 | +17.6% | 0.03% | +10.0% |
Q3 2017 | $3,271,000 | +20.1% | 24,637 | +14.9% | 0.03% | +7.1% |
Q2 2017 | $2,724,000 | +26.3% | 21,442 | +20.9% | 0.03% | +7.7% |
Q1 2017 | $2,157,000 | +88.1% | 17,729 | +72.2% | 0.03% | +52.9% |
Q4 2016 | $1,147,000 | +155.5% | 10,293 | +157.3% | 0.02% | +112.5% |
Q3 2016 | $449,000 | -7.6% | 4,001 | -11.8% | 0.01% | -20.0% |
Q2 2016 | $486,000 | +6.1% | 4,538 | +5.4% | 0.01% | -9.1% |
Q1 2016 | $458,000 | +0.9% | 4,305 | +0.9% | 0.01% | -21.4% |
Q4 2015 | $454,000 | – | 4,267 | – | 0.01% | – |
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% |