VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,063 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $592,911 | +4.7% | 1,585 | -3.6% | 0.04% | -10.2% |
| Q1 2024 | $566,079 | -3.0% | 1,645 | -12.4% | 0.05% | -18.3% |
| Q4 2023 | $583,421 | +5.8% | 1,877 | -7.3% | 0.06% | -13.0% |
| Q3 2023 | $551,458 | +5.0% | 2,025 | +9.1% | 0.07% | +7.8% |
| Q2 2023 | $525,228 | +15.8% | 1,856 | +2.1% | 0.06% | -1.5% |
| Q1 2023 | $453,531 | +11.2% | 1,818 | -5.0% | 0.06% | +12.1% |
| Q4 2022 | $407,971 | -23.7% | 1,914 | -23.5% | 0.06% | -39.6% |
| Q3 2022 | $535,000 | +21.6% | 2,502 | +26.6% | 0.10% | +26.3% |
| Q2 2022 | $440,000 | -30.5% | 1,976 | -10.3% | 0.08% | -7.3% |
| Q1 2022 | $633,000 | -7.0% | 2,202 | +3.6% | 0.08% | +1.2% |
| Q4 2021 | $681,000 | 0.0% | 2,125 | -9.6% | 0.08% | -12.9% |
| Q3 2021 | $681,000 | +54.1% | 2,350 | +54.2% | 0.09% | +50.0% |
| Q2 2021 | $442,000 | +28.5% | 1,524 | +13.9% | 0.06% | +8.8% |
| Q1 2021 | $344,000 | -15.7% | 1,338 | -17.0% | 0.06% | -20.8% |
| Q4 2020 | $408,000 | -19.0% | 1,613 | -25.0% | 0.07% | -37.4% |
| Q3 2020 | $504,000 | +30.6% | 2,151 | +12.5% | 0.12% | +23.7% |
| Q2 2020 | $386,000 | +19.5% | 1,912 | -7.3% | 0.09% | -19.1% |
| Q1 2020 | $323,000 | -29.0% | 2,062 | -17.6% | 0.12% | -5.0% |
| Q4 2019 | $455,000 | +40.0% | 2,501 | +27.6% | 0.12% | +18.6% |
| Q3 2019 | $325,000 | +27.5% | 1,960 | +26.8% | 0.10% | +22.9% |
| Q2 2019 | $255,000 | – | 1,546 | – | 0.08% | – |
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% |