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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $5,329,114 | +14.8% | 15,483 | +3.6% | 0.78% | -3.8% |
| Q4 2023 | $4,644,097 | +15.7% | 14,939 | +1.3% | 0.81% | +20.1% |
| Q3 2023 | $4,015,424 | +7.7% | 14,746 | +11.9% | 0.67% | +6.0% |
| Q2 2023 | $3,727,093 | +42.4% | 13,172 | +7.3% | 0.63% | +22.6% |
| Q4 2022 | $2,616,447 | +1.6% | 12,277 | +2.0% | 0.52% | -1.0% |
| Q3 2022 | $2,574,000 | -5.3% | 12,033 | -1.3% | 0.52% | -3.2% |
| Q2 2022 | $2,718,000 | -20.9% | 12,195 | +2.0% | 0.54% | -7.7% |
| Q1 2022 | $3,437,000 | -9.2% | 11,951 | +1.4% | 0.58% | -6.0% |
| Q4 2021 | $3,784,000 | +27.0% | 11,791 | +14.8% | 0.62% | +15.2% |
| Q3 2021 | $2,980,000 | +8.2% | 10,271 | +7.0% | 0.54% | +8.0% |
| Q2 2021 | $2,753,000 | +19.2% | 9,599 | +6.9% | 0.50% | +10.9% |
| Q1 2021 | $2,309,000 | +37.8% | 8,982 | +35.8% | 0.45% | +28.9% |
| Q4 2020 | $1,676,000 | +30.0% | 6,616 | +16.8% | 0.35% | +10.4% |
| Q3 2020 | $1,289,000 | +33.0% | 5,665 | +18.2% | 0.32% | +20.2% |
| Q2 2020 | $969,000 | +103.6% | 4,793 | +57.7% | 0.26% | +66.5% |
| Q1 2020 | $476,000 | -0.4% | 3,039 | +15.9% | 0.16% | +23.4% |
| Q4 2019 | $478,000 | +22.6% | 2,622 | +11.7% | 0.13% | +6.7% |
| Q3 2019 | $390,000 | +5.1% | 2,348 | +3.3% | 0.12% | -0.8% |
| Q2 2019 | $371,000 | +22.4% | 2,272 | +17.3% | 0.12% | +12.0% |
| Q1 2019 | $303,000 | – | 1,937 | – | 0.11% | – |
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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% |