VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $88,018,919 | +9.2% | 235,477 | +0.5% | 16.98% | +3.7% |
| Q1 2024 | $80,617,111 | +10.6% | 234,354 | -0.0% | 16.38% | +2.7% |
| Q4 2023 | $72,869,406 | +14.9% | 234,397 | +0.6% | 15.95% | +3.5% |
| Q3 2023 | $63,444,877 | -6.8% | 232,988 | -3.1% | 15.40% | -5.2% |
| Q2 2023 | $68,038,617 | +7.8% | 240,453 | -4.9% | 16.24% | +2.2% |
| Q1 2023 | $63,097,817 | +19.5% | 252,958 | +2.1% | 15.90% | +10.8% |
| Q4 2022 | $52,812,710 | +0.3% | 247,819 | +0.7% | 14.35% | -6.5% |
| Q3 2022 | $52,675,000 | +0.6% | 246,202 | +4.8% | 15.34% | +2.4% |
| Q2 2022 | $52,344,000 | -15.3% | 234,842 | +9.3% | 14.98% | -4.7% |
| Q1 2022 | $61,788,000 | -1.9% | 214,839 | +9.5% | 15.72% | +0.2% |
| Q4 2021 | $62,964,000 | +12.6% | 196,211 | +1.8% | 15.69% | +4.6% |
| Q3 2021 | $55,917,000 | +1.8% | 192,703 | +0.6% | 15.00% | -0.3% |
| Q2 2021 | $54,943,000 | +15.6% | 191,567 | +3.6% | 15.05% | +3.5% |
| Q1 2021 | $47,547,000 | +4.7% | 184,978 | +3.2% | 14.55% | +0.4% |
| Q4 2020 | $45,398,000 | +11.1% | 179,198 | -0.2% | 14.49% | +2.4% |
| Q3 2020 | $40,854,000 | +9.6% | 179,490 | -2.7% | 14.14% | +3.4% |
| Q2 2020 | $37,264,000 | +35.1% | 184,395 | +4.8% | 13.68% | +18.6% |
| Q1 2020 | $27,578,000 | -2.9% | 176,002 | +12.9% | 11.54% | +10.8% |
| Q4 2019 | $28,407,000 | +19.5% | 155,937 | +9.1% | 10.42% | +8.9% |
| Q3 2019 | $23,771,000 | +9.7% | 142,958 | +7.7% | 9.57% | +5.7% |
| Q2 2019 | $21,678,000 | +25.1% | 132,676 | +19.8% | 9.05% | +13.8% |
| Q1 2019 | $17,322,000 | +52.9% | 110,736 | +31.3% | 7.95% | +27.8% |
| Q4 2018 | $11,330,000 | -8.0% | 84,341 | +10.3% | 6.22% | -0.9% |
| Q3 2018 | $12,316,000 | +12.3% | 76,476 | +4.4% | 6.28% | +4.3% |
| Q2 2018 | $10,971,000 | +19.8% | 73,236 | +13.5% | 6.02% | +14.8% |
| Q1 2018 | $9,154,000 | +1.7% | 64,518 | +0.8% | 5.25% | +1.5% |
| Q4 2017 | $9,000,000 | – | 63,985 | – | 5.17% | – |
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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% |