VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 564 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.57 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $838,702 | +8.8% | 2,240 | 0.0% | 0.23% | +12.8% |
| Q1 2024 | $770,914 | +10.7% | 2,240 | 0.0% | 0.20% | +1.0% |
| Q4 2023 | $696,236 | +9.3% | 2,240 | -4.2% | 0.20% | -0.5% |
| Q3 2023 | $637,026 | -3.8% | 2,339 | 0.0% | 0.20% | +1.5% |
| Q2 2023 | $661,894 | +13.4% | 2,339 | 0.0% | 0.20% | +8.2% |
| Q1 2023 | $583,440 | +17.0% | 2,339 | 0.0% | 0.18% | +5.7% |
| Q4 2022 | $498,464 | -0.3% | 2,339 | 0.0% | 0.17% | -2.2% |
| Q3 2022 | $500,000 | -6.0% | 2,339 | -2.1% | 0.18% | -2.7% |
| Q2 2022 | $532,000 | -18.5% | 2,389 | +5.2% | 0.18% | -6.2% |
| Q1 2022 | $653,000 | -23.8% | 2,270 | -15.0% | 0.20% | -10.6% |
| Q4 2021 | $857,000 | -6.8% | 2,670 | -15.8% | 0.22% | -2.2% |
| Q3 2021 | $920,000 | -3.4% | 3,170 | -4.5% | 0.22% | +3.7% |
| Q2 2021 | $952,000 | -4.3% | 3,320 | -14.2% | 0.22% | -21.2% |
| Q1 2021 | $995,000 | +1.5% | 3,870 | 0.0% | 0.27% | -6.8% |
| Q4 2020 | $980,000 | +9.5% | 3,870 | -1.5% | 0.29% | -13.3% |
| Q3 2020 | $895,000 | +19.0% | 3,930 | +5.6% | 0.34% | +16.2% |
| Q2 2020 | $752,000 | +25.5% | 3,720 | -2.6% | 0.29% | +2.1% |
| Q1 2020 | $599,000 | +72.6% | 3,820 | +100.6% | 0.28% | +102.1% |
| Q4 2019 | $347,000 | +789.7% | 1,904 | +661.6% | 0.14% | +729.4% |
| Q1 2019 | $39,000 | -96.0% | 250 | -95.9% | 0.02% | -95.0% |
| Q3 2018 | $973,000 | +7.8% | 6,025 | 0.0% | 0.34% | +3.3% |
| Q2 2018 | $903,000 | +5.6% | 6,025 | 0.0% | 0.33% | +11.9% |
| Q1 2018 | $855,000 | +0.9% | 6,025 | 0.0% | 0.29% | -7.0% |
| Q4 2017 | $847,000 | +5.9% | 6,025 | 0.0% | 0.32% | -4.5% |
| Q3 2017 | $800,000 | +4.6% | 6,025 | 0.0% | 0.33% | -3.8% |
| Q2 2017 | $765,000 | +4.4% | 6,025 | 0.0% | 0.34% | -7.8% |
| Q1 2017 | $733,000 | +9.1% | 6,025 | 0.0% | 0.37% | +6.9% |
| Q4 2016 | $672,000 | – | 6,025 | – | 0.35% | – |
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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% |