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 | $104,166,317 | +21.2% | 278,512 | +11.5% | 7.36% | +14.2% |
| Q1 2024 | $85,975,989 | +27.5% | 249,785 | +15.2% | 6.44% | +8.0% |
| Q4 2023 | $67,436,270 | +7.5% | 216,921 | -5.9% | 5.96% | +0.8% |
| Q3 2023 | $62,744,778 | -3.9% | 230,417 | -0.1% | 5.92% | -1.8% |
| Q2 2023 | $65,283,853 | +22.7% | 230,718 | +8.2% | 6.03% | +4.5% |
| Q1 2023 | $53,208,814 | +18.2% | 213,313 | +1.0% | 5.77% | +8.0% |
| Q4 2022 | $45,018,833 | +0.9% | 211,247 | +1.3% | 5.34% | -15.3% |
| Q3 2022 | $44,609,000 | -2.0% | 208,501 | +17.6% | 6.30% | +5.7% |
| Q2 2022 | $45,538,000 | +7.7% | 177,293 | +20.6% | 5.96% | -50.3% |
| Q1 2022 | $42,293,000 | -5.0% | 147,057 | +6.0% | 11.99% | +0.8% |
| Q4 2021 | $44,501,000 | +9.9% | 138,675 | -0.7% | 11.90% | +14.2% |
| Q3 2021 | $40,510,000 | +4.9% | 139,608 | +3.7% | 10.42% | +1.9% |
| Q2 2021 | $38,625,000 | -7.5% | 134,673 | -17.1% | 10.22% | -16.8% |
| Q1 2021 | $41,776,000 | +0.1% | 162,530 | -1.3% | 12.29% | -2.4% |
| Q4 2020 | $41,738,000 | +26.0% | 164,750 | +13.2% | 12.59% | +33.4% |
| Q3 2020 | $33,130,000 | +11.4% | 145,556 | -1.1% | 9.43% | -16.2% |
| Q2 2020 | $29,730,000 | +33.0% | 147,114 | +3.1% | 11.26% | +35.8% |
| Q1 2020 | $22,353,000 | +143.3% | 142,659 | +182.9% | 8.29% | +149.2% |
| Q4 2019 | $9,187,000 | -1.1% | 50,432 | -9.7% | 3.33% | -18.9% |
| Q3 2019 | $9,291,000 | -99.9% | 55,873 | -1.6% | 4.10% | -12.7% |
| Q2 2019 | $9,276,978,000 | +87883.5% | 56,778 | -15.8% | 4.70% | +6.9% |
| Q1 2019 | $10,544,000 | +27.5% | 67,405 | +9.5% | 4.40% | +46.3% |
| Q4 2018 | $8,268,000 | -20.1% | 61,546 | -4.3% | 3.00% | -28.1% |
| Q3 2018 | $10,353,000 | +13.9% | 64,290 | +6.0% | 4.18% | +8.4% |
| Q2 2018 | $9,089,000 | -1.7% | 60,671 | -6.9% | 3.86% | -0.4% |
| Q1 2018 | $9,250,000 | -6.4% | 65,199 | -0.9% | 3.88% | -12.1% |
| Q4 2017 | $9,882,000 | +33.1% | 65,773 | +17.6% | 4.41% | +63.7% |
| Q3 2017 | $7,423,000 | +6.6% | 55,915 | +2.0% | 2.69% | -31.5% |
| Q2 2017 | $6,963,000 | +12.5% | 54,807 | +7.7% | 3.93% | +7.2% |
| Q1 2017 | $6,190,000 | +45.1% | 50,876 | +33.0% | 3.67% | +15.1% |
| Q4 2016 | $4,265,000 | – | 38,254 | – | 3.19% | – |
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% |