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 | $3,977,509 | +60.7% | 10,635 | +47.9% | 0.58% | +48.5% |
Q1 2024 | $2,475,576 | +51.3% | 7,192 | +36.7% | 0.39% | +27.5% |
Q4 2023 | $1,635,768 | +25.5% | 5,262 | +9.9% | 0.31% | +14.4% |
Q3 2023 | $1,303,256 | +0.2% | 4,786 | +4.1% | 0.27% | +10.2% |
Q2 2023 | $1,300,658 | +358.9% | 4,597 | +304.7% | 0.24% | +329.8% |
Q1 2023 | $283,434 | +24.8% | 1,136 | +6.6% | 0.06% | +83.9% |
Q4 2022 | $227,149 | -2.1% | 1,066 | -1.7% | 0.03% | -45.6% |
Q3 2022 | $232,000 | -23.2% | 1,084 | -20.1% | 0.06% | -6.6% |
Q2 2022 | $302,000 | -20.5% | 1,357 | +2.7% | 0.06% | -10.3% |
Q1 2022 | $380,000 | -38.0% | 1,321 | -30.8% | 0.07% | -33.3% |
Q4 2021 | $613,000 | -13.3% | 1,909 | -21.6% | 0.10% | -18.4% |
Q3 2021 | $707,000 | +13.3% | 2,436 | +11.9% | 0.12% | +9.6% |
Q2 2021 | $624,000 | +40.2% | 2,176 | +25.8% | 0.11% | +11.8% |
Q1 2021 | $445,000 | +16.2% | 1,730 | +14.4% | 0.10% | +6.2% |
Q4 2020 | $383,000 | +78.1% | 1,512 | +60.5% | 0.10% | +37.1% |
Q3 2020 | $215,000 | -17.9% | 942 | -27.3% | 0.07% | -30.0% |
Q2 2020 | $262,000 | -21.3% | 1,295 | -39.0% | 0.10% | -34.2% |
Q1 2020 | $333,000 | +7.8% | 2,124 | +25.4% | 0.15% | +31.0% |
Q4 2019 | $309,000 | -0.3% | 1,694 | -9.1% | 0.12% | -16.5% |
Q3 2019 | $310,000 | +38.4% | 1,863 | +37.9% | 0.14% | +43.3% |
Q2 2019 | $224,000 | +24.4% | 1,351 | +17.4% | 0.10% | +5.4% |
Q1 2019 | $180,000 | +757.1% | 1,151 | +647.4% | 0.09% | +557.1% |
Q4 2018 | $21,000 | -34.4% | 154 | -21.8% | 0.01% | -26.3% |
Q3 2018 | $32,000 | +52.4% | 197 | +27.9% | 0.02% | +18.8% |
Q1 2018 | $21,000 | -4.5% | 154 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $22,000 | +4.8% | 154 | +0.7% | 0.02% | -15.8% |
Q3 2017 | $21,000 | +10.5% | 153 | 0.0% | 0.02% | -5.0% |
Q2 2017 | $19,000 | +5.6% | 153 | +0.7% | 0.02% | +5.3% |
Q1 2017 | $18,000 | +5.9% | 152 | 0.0% | 0.02% | -17.4% |
Q4 2016 | $17,000 | – | 152 | – | 0.02% | – |
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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% |